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 | $83,944 | $58,512+43.5% | $84,015-0.1% | $72,985+15.0% |
| Participation rate | 44.0% | 61.2%-17.2pp | 69.0%-25.0pp | 69.5%-25.5pp |
| Annual return | 17.40% | 28.93%-11.5pp | 71.31%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,051 | $2,394+27.4% | $3,239-5.8% | $3,607-15.4% |
| Admin fee / account holder | $3,583 | $4,569-21.6% | $6,101-41.3% | $5,124-30.1% |