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 | $84,532 | $55,706+51.7% | $75,886+11.4% | $72,985+15.8% |
| Participation rate | 45.2% | 61.1%-16.0pp | 69.3%-24.1pp | 69.5%-24.3pp |
| Annual return | 17.46% | 27.59%-10.1pp | 30.76%-13.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,002 | $2,634-24.0% | $3,603-44.4% | $3,607-44.5% |
| Admin fee / account holder | $4,044 | $3,978+1.6% | $5,418-25.4% | $5,124-21.1% |