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 | $54,895 | $86,944-36.9% | $107,525-48.9% | $74,304-26.1% |
| Participation rate | 47.0% | 59.6%-12.6pp | 75.1%-28.1pp | 60.3%-13.3pp |
| Annual return | 16.23% | 23.52%-7.3pp | 181.32%-165.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,851 | $3,554-47.9% | $5,116-63.8% | $3,767-50.9% |
| Admin fee / account holder | $4,676 | $3,727+25.5% | $8,919-47.6% | $2,969+57.5% |