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 | $68,567 | $56,897+20.5% | $84,750-19.1% | $62,891+9.0% |
| Participation rate | 48.7% | 68.5%-19.8pp | 76.6%-27.9pp | 69.3%-20.6pp |
| Annual return | 7.49% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,179 | $2,709+54.3% | $3,712+12.6% | $3,203+30.5% |
| Admin fee / account holder | $18,191 | $3,581+408.0% | $5,332+241.2% | $4,296+323.5% |