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 | $30,119 | $39,122-23.0% | $57,179-47.3% | $62,891-52.1% |
| Participation rate | 51.3% | 70.5%-19.2pp | 75.3%-24.1pp | 69.3%-18.0pp |
| Annual return | 7.23% | 9.23%-2.0pp | 14.59%-7.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,178 | $2,374-50.4% | $3,096-61.9% | $3,203-63.2% |
| Admin fee / account holder | $696 | $2,592-73.1% | $3,139-77.8% | $4,296-83.8% |