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 | $26,025 | $46,869-44.5% | $122,332-78.7% | $70,131-62.9% |
| Participation rate | 38.1% | 58.2%-20.1pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 19.45% | 24.22%-4.8pp | 30.27%-10.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,763 | $2,166+119.9% | $3,287+44.9% | $3,332+43.0% |
| Admin fee / account holder | $8,553 | $3,322+157.4% | $5,478+56.1% | $4,645+84.1% |