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 | $46,598 | $47,944-2.8% | $67,834-31.3% | $62,891-25.9% |
| Participation rate | 19.7% | 61.1%-41.4pp | 68.8%-49.1pp | 69.3%-49.6pp |
| Annual return | 11.22% | 11.77%-0.5pp | 138.47%-127.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,344 | $2,247+4.3% | $3,160-25.8% | $3,203-26.8% |
| Admin fee / account holder | $1,500 | $3,712-59.6% | $4,622-67.5% | $4,296-65.1% |