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 | $45,307 | $123,793-63.4% | $177,821-74.5% | $79,858-43.3% |
| Participation rate | 58.1% | 84.7%-26.6pp | 87.7%-29.7pp | 69.6%-11.6pp |
| Annual return | 11.88% | 22.82%-10.9pp | 48.32%-36.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,044 | $5,956-48.9% | $7,714-60.5% | $3,740-18.6% |
| Admin fee / account holder | $4,307 | $7,243-40.5% | $12,427-65.3% | $5,306-18.8% |