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 | $70,101 | $45,073+55.5% | $69,455+0.9% | $72,985-4.0% |
| Participation rate | 25.0% | 68.5%-43.5pp | 74.6%-49.6pp | 69.5%-44.5pp |
| Annual return | 12.32% | 22.65%-10.3pp | 28.97%-16.7pp | 81.00%-68.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,402 | $2,602-7.7% | $3,535-32.1% | $3,607-33.4% |
| Admin fee / account holder | $6,340 | $3,056+107.5% | $3,839+65.1% | $5,124+23.7% |