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 | $54,659 | $66,098-17.3% | $101,794-46.3% | $74,304-26.4% |
| Participation rate | 34.7% | 53.8%-19.0pp | 69.2%-34.5pp | 60.3%-25.6pp |
| Annual return | 18.43% | 19.59%-1.2pp | 30.53%-12.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,088 | $2,781-24.9% | $4,084-48.9% | $3,767-44.6% |
| Admin fee / account holder | $8,766 | $4,146+111.4% | $8,777-0.1% | $2,969+195.3% |