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 | $28,086 | $84,233-66.7% | $170,442-83.5% | $70,131-60.0% |
| Participation rate | 35.1% | 70.8%-35.7pp | 83.6%-48.5pp | 69.5%-34.5pp |
| Annual return | 16.62% | 23.06%-6.4pp | 205.93%-189.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,027 | $3,086-66.7% | $4,939-79.2% | $3,332-69.2% |
| Admin fee / account holder | $13,412 | $5,698+135.4% | $13,880-3.4% | $4,645+188.7% |