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 | $71,113 | $109,359-35.0% | $162,163-56.1% | $72,985-2.6% |
| Participation rate | 68.0% | 84.3%-16.3pp | 87.6%-19.6pp | 69.5%-1.5pp |
| Annual return | 27.28% | 25.46%+1.8pp | 115.59%-88.3pp | 81.00%-53.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,615 | $5,481-52.3% | $7,298-64.2% | $3,607-27.5% |
| Admin fee / account holder | $1,935 | $7,972-75.7% | $10,843-82.1% | $5,124-62.2% |