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 | $81,892 | $78,705+4.0% | $117,854-30.5% | $70,131+16.8% |
| Participation rate | 62.7% | 73.2%-10.5pp | 79.7%-17.0pp | 69.5%-6.9pp |
| Annual return | 14.52% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,512 | $3,297+6.5% | $4,482-21.6% | $3,332+5.4% |
| Admin fee / account holder | $3,597 | $5,065-29.0% | $8,020-55.2% | $4,645-22.6% |