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 | $66,582 | $60,349+10.3% | $74,183-10.2% | $62,891+5.9% |
| Participation rate | 30.7% | 72.7%-42.0pp | 76.6%-45.9pp | 69.3%-38.6pp |
| Annual return | 5.29% | 21.37%-16.1pp | 17.74%-12.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,455 | $2,856-49.1% | $3,550-59.0% | $3,203-54.6% |
| Admin fee / account holder | $1,896 | $4,261-55.5% | $5,586-66.1% | $4,296-55.9% |