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 | $94,360 | $46,553+102.7% | $64,056+47.3% | $75,163+25.5% |
| Participation rate | 44.3% | 65.9%-21.6pp | 72.3%-28.0pp | 67.2%-22.9pp |
| Annual return | 15.52% | 26.03%-10.5pp | 33.69%-18.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,623 | $2,837-7.5% | $3,880-32.4% | $4,125-36.4% |
| Admin fee / account holder | $4,200 | $2,952+42.3% | $3,068+36.9% | $5,651-25.7% |