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 | $39,552 | $45,073-12.2% | $69,455-43.1% | $72,985-45.8% |
| Participation rate | 42.5% | 68.5%-26.0pp | 74.6%-32.1pp | 69.5%-27.0pp |
| Annual return | 16.75% | 22.65%-5.9pp | 28.97%-12.2pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,692 | $2,602+41.9% | $3,535+4.4% | $3,607+2.3% |
| Admin fee / account holder | $5,779 | $3,056+89.1% | $3,839+50.5% | $5,124+12.8% |