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 | $59,827 | $74,927-20.2% | $101,794-41.2% | $84,808-29.5% |
| Participation rate | 55.9% | 61.4%-5.5pp | 69.2%-13.3pp | 68.3%-12.4pp |
| Annual return | 20.14% | 18.70%+1.4pp | 30.53%-10.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,802 | $3,099+22.7% | $4,084-6.9% | $4,212-9.7% |
| Admin fee / account holder | $6,255 | $6,514-4.0% | $8,777-28.7% | $7,344-14.8% |