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 | $65,958 | $43,327+52.2% | $59,878+10.2% | $64,186+2.8% |
| Participation rate | 21.1% | 69.2%-48.1pp | 74.7%-53.6pp | 69.6%-48.5pp |
| Annual return | 10.12% | -1.55%+11.7pp | 3.46%+6.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,613 | $2,546-36.6% | $3,402-52.6% | $3,470-53.5% |
| Admin fee / account holder | $1,309 | $3,005-56.4% | $3,590-63.5% | $4,888-73.2% |