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 | $27,228 | $76,367-64.3% | $93,606-70.9% | $72,985-62.7% |
| Participation rate | 65.8% | 71.7%-6.0pp | 75.8%-10.0pp | 69.5%-3.7pp |
| Annual return | 16.79% | 25.82%-9.0pp | 32.76%-16.0pp | 81.00%-64.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,429 | $3,538-59.6% | $4,069-64.9% | $3,607-60.4% |
| Admin fee / account holder | $21,201 | $6,838+210.0% | $7,888+168.8% | $5,124+313.7% |