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 | $68,813 | $78,422-12.3% | $95,952-28.3% | $79,858-13.8% |
| Participation rate | 54.5% | 73.5%-18.9pp | 77.1%-22.5pp | 69.6%-15.1pp |
| Annual return | 10.28% | 19.37%-9.1pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,490 | $3,440-27.6% | $4,167-40.2% | $3,740-33.4% |
| Admin fee / account holder | $2,007 | $5,622-64.3% | $6,795-70.5% | $5,306-62.2% |