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 | $44,051 | $32,037+37.5% | $69,182-36.3% | $62,891-30.0% |
| Participation rate | 57.5% | 43.4%+14.1pp | 55.1%+2.4pp | 69.3%-11.8pp |
| Annual return | 7.06% | 15.16%-8.1pp | -21.93%+29.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,399 | $1,185+18.0% | $1,897-26.2% | $3,203-56.3% |
| Admin fee / account holder | $830 | $2,608-68.2% | $2,697-69.2% | $4,296-80.7% |