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 | $48,554 | $57,065-14.9% | $75,670-35.8% | $70,131-30.8% |
| Participation rate | 50.0% | 68.1%-18.1pp | 72.3%-22.3pp | 69.5%-19.5pp |
| Annual return | 13.22% | 23.57%-10.3pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,301 | $2,580-49.6% | $3,142-58.6% | $3,332-60.9% |
| Admin fee / account holder | $1,158 | $3,825-69.7% | $5,800-80.0% | $4,645-75.1% |