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 | $66,691 | $71,050-6.1% | $93,606-28.8% | $80,856-17.5% |
| Participation rate | 19.2% | 60.4%-41.2pp | 68.7%-49.5pp | 67.6%-48.4pp |
| Annual return | 10.69% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,528 | $4,034-62.1% | $4,411-65.4% | $4,296-64.4% |
| Admin fee / account holder | $4,139 | $6,945-40.4% | $8,285-50.0% | $6,918-40.2% |