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 | $28,347 | $64,348-55.9% | $90,160-68.6% | $70,131-59.6% |
| Participation rate | 50.9% | 70.4%-19.5pp | 76.9%-25.9pp | 69.5%-18.6pp |
| Annual return | 20.04% | 28.13%-8.1pp | 34.88%-14.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,212 | $4,389+18.8% | $5,288-1.4% | $3,332+56.4% |
| Admin fee / account holder | $3,371 | $3,944-14.5% | $5,943-43.3% | $4,645-27.4% |