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 | $39,558 | $87,841-55.0% | $133,980-70.5% | $62,891-37.1% |
| Participation rate | 68.1% | 83.4%-15.3pp | 87.1%-19.0pp | 69.3%-1.2pp |
| Annual return | 5.77% | 12.05%-6.3pp | 29.30%-23.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,233 | $4,812-32.8% | $6,282-48.5% | $3,203+0.9% |
| Admin fee / account holder | $368 | $5,371-93.2% | $9,324-96.1% | $4,296-91.4% |