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 | $44,924 | $54,762-18.0% | $90,281-50.2% | $72,985-38.4% |
| Participation rate | 51.4% | 65.1%-13.7pp | 73.3%-21.8pp | 69.5%-18.1pp |
| Annual return | 16.74% | 30.63%-13.9pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,279 | $2,887-21.1% | $3,885-41.3% | $3,607-36.8% |
| Admin fee / account holder | $793 | $3,972-80.0% | $5,351-85.2% | $5,124-84.5% |