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 | $50,235 | $67,606-25.7% | $82,313-39.0% | $70,131-28.4% |
| Participation rate | 44.1% | 72.8%-28.7pp | 76.9%-32.8pp | 69.5%-25.4pp |
| Annual return | 14.24% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,651 | $2,987-44.7% | $3,706-55.4% | $3,332-50.4% |
| Admin fee / account holder | $17,864 | $4,512+295.9% | $5,608+218.6% | $4,645+284.6% |