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 | $51,615 | $71,050-27.4% | $93,606-44.9% | $80,856-36.2% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.6%-9.9pp |
| Annual return | 14.07% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,645 | $4,034-9.6% | $4,411-17.4% | $4,296-15.2% |
| Admin fee / account holder | $1,646 | $6,945-76.3% | $8,285-80.1% | $6,918-76.2% |