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 | $73,689 | $77,314-4.7% | $177,989-58.6% | $80,856-8.9% |
| Participation rate | 30.8% | 65.7%-34.9pp | 77.1%-46.3pp | 67.6%-36.9pp |
| Annual return | 14.24% | 18.09%-3.8pp | 294.48%-280.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,727 | $4,411-60.8% | $6,276-72.5% | $4,296-59.8% |
| Admin fee / account holder | $8,118 | $7,191+12.9% | $10,363-21.7% | $6,918+17.3% |