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 | $63,989 | $66,098-3.2% | $101,794-37.1% | $74,304-13.9% |
| Participation rate | 51.5% | 53.8%-2.3pp | 69.2%-17.7pp | 60.3%-8.9pp |
| Annual return | 18.81% | 19.59%-0.8pp | 30.53%-11.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,698 | $2,781+33.0% | $4,084-9.5% | $3,767-1.8% |
| Admin fee / account holder | $1,510 | $4,146-63.6% | $8,777-82.8% | $2,969-49.2% |