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 | $43,150 | $80,968-46.7% | $96,544-55.3% | $75,163-42.6% |
| Participation rate | 64.3% | 71.8%-7.5pp | 76.0%-11.7pp | 67.2%-2.9pp |
| Annual return | 12.72% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,184 | $3,928-44.4% | $4,851-55.0% | $4,125-47.1% |
| Admin fee / account holder | $2,945 | $6,724-56.2% | $8,252-64.3% | $5,651-47.9% |