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 | $86,918 | $140,588-38.2% | $123,104-29.4% | $125,391-30.7% |
| Participation rate | 46.2% | 88.2%-42.0pp | 86.8%-40.6pp | 83.2%-37.0pp |
| Annual return | 2.04% | 16.80%-14.8pp | 13.22%-11.2pp | 282.22%-280.2pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,611 | $6,980-33.9% | $6,230-26.0% | $5,352-13.8% |
| Admin fee / account holder | $10,893 | $11,198-2.7% | $9,015+20.8% | $9,540+14.2% |