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 | $74,121 | $77,899-4.9% | $149,673-50.5% | $75,163-1.4% |
| Participation rate | 34.3% | 65.6%-31.3pp | 78.8%-44.4pp | 67.2%-32.9pp |
| Annual return | 16.24% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,745 | $3,411-48.8% | $5,680-69.3% | $4,125-57.7% |
| Admin fee / account holder | $4,810 | $5,956-19.2% | $13,210-63.6% | $5,651-14.9% |