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 | $82,350 | $94,625-13.0% | $116,228-29.1% | $84,808-2.9% |
| Participation rate | 55.1% | 70.4%-15.3pp | 74.6%-19.5pp | 68.3%-13.2pp |
| Annual return | 15.08% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,646 | $3,972+42.1% | $4,953+14.0% | $4,212+34.1% |
| Admin fee / account holder | $2,957 | $10,091-70.7% | $11,989-75.3% | $7,344-59.7% |