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 | $82,175 | $84,233-2.4% | $170,442-51.8% | $70,131+17.2% |
| Participation rate | 35.1% | 70.8%-35.7pp | 83.6%-48.5pp | 69.5%-34.4pp |
| Annual return | 17.34% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,124 | $3,086+33.6% | $4,939-16.5% | $3,332+23.8% |
| Admin fee / account holder | $4,703 | $5,698-17.5% | $13,880-66.1% | $4,645+1.2% |