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 | $50,799 | $54,541-6.9% | $78,778-35.5% | $70,131-27.6% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.2%-26.3pp | 69.5%-26.7pp |
| Annual return | 14.05% | 21.07%-7.0pp | 35.62%-21.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,137 | $2,210-3.3% | $2,958-27.8% | $3,332-35.9% |
| Admin fee / account holder | $6,107 | $3,709+64.7% | $5,134+19.0% | $4,645+31.5% |