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 | $54,036 | $63,346-14.7% | $92,233-41.4% | $70,131-22.9% |
| Participation rate | 48.5% | 68.7%-20.2pp | 76.5%-28.0pp | 69.5%-21.1pp |
| Annual return | 16.73% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,773 | $2,854+32.2% | $3,897-3.2% | $3,332+13.2% |
| Admin fee / account holder | $521 | $3,840-86.4% | $5,194-90.0% | $4,645-88.8% |