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 | $39,388 | $45,152-12.8% | $73,843-46.7% | $59,632-33.9% |
| Participation rate | 61.5% | 64.0%-2.5pp | 73.4%-11.9pp | 68.7%-7.1pp |
| Annual return | 7.00% | 27.40%-20.4pp | 2267.84%-2260.8pp | 2041.28%-2034.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,741 | $2,574-32.4% | $3,583-51.4% | $3,192-45.4% |
| Admin fee / account holder | $3,771 | $3,516+7.3% | $4,880-22.7% | $4,297-12.2% |