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 | $68,566 | $48,795+40.5% | $65,493+4.7% | $84,808-19.2% |
| Participation rate | 20.7% | 67.0%-46.3pp | 73.1%-52.4pp | 68.3%-47.6pp |
| Annual return | 16.74% | 20.20%-3.5pp | 982.45%-965.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,423 | $2,928-17.2% | $3,961-38.8% | $4,212-42.5% |
| Admin fee / account holder | $6,120 | $3,877+57.9% | $5,028+21.7% | $7,344-16.7% |