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 | $77,938 | $86,929-10.3% | $102,423-23.9% | $80,856-3.6% |
| Participation rate | 43.8% | 72.4%-28.5pp | 76.5%-32.7pp | 67.6%-23.8pp |
| Annual return | 15.64% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,731 | $4,118-9.4% | $5,053-26.2% | $4,296-13.1% |
| Admin fee / account holder | $1,741 | $8,049-78.4% | $9,451-81.6% | $6,918-74.8% |