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 3-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 | $66,185 | $74,927-11.7% | $101,794-35.0% | $84,808-22.0% |
| Participation rate | 13.2% | 61.4%-48.2pp | 69.2%-55.9pp | 68.3%-55.1pp |
| Annual return | 14.05% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,623 | $3,099-47.6% | $4,084-60.3% | $4,212-61.5% |
| Admin fee / account holder | $5,707 | $6,514-12.4% | $8,777-35.0% | $7,344-22.3% |