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 9-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 | $23,455 | $59,839-60.8% | $81,983-71.4% | $79,858-70.6% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.2%-21.1pp | 69.6%-21.5pp |
| Annual return | 11.26% | 17.56%-6.3pp | 41.31%-30.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,008 | $2,695-25.5% | $3,722-46.1% | $3,740-46.3% |
| Admin fee / account holder | $4,681 | $4,287+9.2% | $5,664-17.3% | $5,306-11.8% |