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 | $76,637 | $78,422-2.3% | $95,952-20.1% | $79,858-4.0% |
| Participation rate | 36.6% | 73.5%-36.9pp | 77.1%-40.5pp | 69.6%-33.0pp |
| Annual return | 15.07% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,020 | $3,440-41.3% | $4,167-51.5% | $3,740-46.0% |
| Admin fee / account holder | $815 | $5,622-85.5% | $6,795-88.0% | $5,306-84.6% |