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 | $50,059 | $105,630-52.6% | $87,507-42.8% | $273,961-81.7% |
| Participation rate | 57.1% | 78.2%-21.1pp | 73.8%-16.7pp | 83.0%-25.9pp |
| Annual return | 4.62% | 12.25%-7.6pp | 12.21%-7.6pp | 41.45%-36.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,264 | $3,601-64.9% | $3,149-59.9% | $5,287-76.1% |
| Admin fee / account holder | $6,281 | $4,781+31.4% | $4,221+48.8% | $10,132-38.0% |