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 | $67,985 | $45,073+50.8% | $69,455-2.1% | $72,985-6.8% |
| Participation rate | 41.9% | 68.5%-26.6pp | 74.6%-32.7pp | 69.5%-27.6pp |
| Annual return | 5.68% | 22.65%-17.0pp | 28.97%-23.3pp | 81.00%-75.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,330 | $2,602-48.9% | $3,535-62.4% | $3,607-63.1% |
| Admin fee / account holder | $984 | $3,056-67.8% | $3,839-74.4% | $5,124-80.8% |