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 | $33,455 | $56,277-40.6% | $80,975-58.7% | $62,891-46.8% |
| Participation rate | 37.0% | 69.0%-31.9pp | 75.8%-38.8pp | 69.3%-32.3pp |
| Annual return | 8.50% | 22.12%-13.6pp | 17.10%-8.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,081 | $4,195-2.7% | $5,696-28.4% | $3,203+27.4% |
| Admin fee / account holder | $13,885 | $3,741+271.2% | $5,516+151.7% | $4,296+223.2% |