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 | $74,483 | $81,248-8.3% | $155,509-52.1% | $80,856-7.9% |
| Participation rate | 63.6% | 66.2%-2.6pp | 78.2%-14.5pp | 67.6%-4.0pp |
| Annual return | 10.68% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,615 | $3,452+91.6% | $5,626+17.6% | $4,296+54.0% |
| Admin fee / account holder | $5,212 | $7,997-34.8% | $15,912-67.2% | $6,918-24.7% |