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 | $67,782 | $78,422-13.6% | $95,952-29.4% | $79,858-15.1% |
| Participation rate | 60.7% | 73.5%-12.8pp | 77.1%-16.4pp | 69.6%-9.0pp |
| Annual return | 18.36% | 19.37%-1.0pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,191 | $3,440+21.8% | $4,167+0.6% | $3,740+12.1% |
| Admin fee / account holder | $12,843 | $5,622+128.4% | $6,795+89.0% | $5,306+142.0% |