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 | $42,270 | $48,076-12.1% | $78,689-46.3% | $62,891-32.8% |
| Participation rate | 55.2% | 65.2%-10.0pp | 73.6%-18.4pp | 69.3%-14.1pp |
| Annual return | 9.71% | 31.35%-21.6pp | 62.18%-52.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,121 | $2,588-18.1% | $3,517-39.7% | $3,203-33.8% |
| Admin fee / account holder | $3,024 | $3,207-5.7% | $4,510-33.0% | $4,296-29.6% |