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 | $21,482 | $57,065-62.4% | $75,670-71.6% | $70,131-69.4% |
| Participation rate | 62.7% | 68.1%-5.4pp | 72.3%-9.7pp | 69.5%-6.9pp |
| Annual return | 12.16% | 23.57%-11.4pp | 27.34%-15.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,886 | $2,580-26.9% | $3,142-40.0% | $3,332-43.4% |
| Admin fee / account holder | $451 | $3,825-88.2% | $5,800-92.2% | $4,645-90.3% |