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 | $89,301 | $91,190-2.1% | $178,490-50.0% | $79,858+11.8% |
| Participation rate | 44.2% | 69.2%-25.0pp | 81.9%-37.8pp | 69.6%-25.5pp |
| Annual return | 15.13% | 24.19%-9.1pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,161 | $3,236-33.2% | $5,202-58.5% | $3,740-42.2% |
| Admin fee / account holder | $1,909 | $6,751-71.7% | $13,984-86.3% | $5,306-64.0% |