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 | $23,440 | $56,277-58.3% | $80,975-71.1% | $62,891-62.7% |
| Participation rate | 58.3% | 69.0%-10.6pp | 75.8%-17.5pp | 69.3%-11.0pp |
| Annual return | 6.86% | 22.12%-15.3pp | 17.10%-10.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,882 | $4,195+16.4% | $5,696-14.3% | $3,203+52.4% |
| Admin fee / account holder | $444 | $3,741-88.1% | $5,516-92.0% | $4,296-89.7% |