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 | $55,420 | $87,841-36.9% | $133,980-58.6% | $62,891-11.9% |
| Participation rate | 68.6% | 83.4%-14.8pp | 87.1%-18.5pp | 69.3%-0.7pp |
| Annual return | 7.40% | 12.05%-4.7pp | 29.30%-21.9pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,387 | $4,812-29.6% | $6,282-46.1% | $3,203+5.7% |
| Admin fee / account holder | $5,657 | $5,371+5.3% | $9,324-39.3% | $4,296+31.7% |