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 | $23,489 | $54,762-57.1% | $90,281-74.0% | $72,985-67.8% |
| Participation rate | 46.7% | 65.1%-18.5pp | 73.3%-26.6pp | 69.5%-22.8pp |
| Annual return | 30.03% | 30.63%-0.6pp | 78.10%-48.1pp | 81.00%-51.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,384 | $2,887+17.2% | $3,885-12.9% | $3,607-6.2% |
| Admin fee / account holder | $2,012 | $3,972-49.3% | $5,351-62.4% | $5,124-60.7% |