See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,777 | $51,175+1.2% | $70,515-26.6% | $75,163-31.1% |
| Participation rate | 21.4% | 60.9%-39.5pp | 68.3%-46.9pp | 67.2%-45.8pp |
| Annual return | 13.51% | 30.02%-16.5pp | 32.77%-19.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,087 | $2,849-61.8% | $4,567-76.2% | $4,125-73.6% |
| Admin fee / account holder | $1,051 | $4,091-74.3% | $6,412-83.6% | $5,651-81.4% |