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 | $48,356 | $78,672-38.5% | $109,143-55.7% | $85,850-43.7% |
| Participation rate | 48.9% | 68.3%-19.4pp | 75.9%-27.0pp | 69.3%-20.4pp |
| Annual return | 13.90% | 25.09%-11.2pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,012 | $3,467-42.0% | $4,653-56.8% | $3,952-49.1% |
| Admin fee / account holder | $1,494 | $5,469-72.7% | $6,752-77.9% | $6,260-76.1% |