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 | $97,592 | $78,705+24.0% | $117,854-17.2% | $70,131+39.2% |
| Participation rate | 56.0% | 73.2%-17.2pp | 79.7%-23.7pp | 69.5%-13.5pp |
| Annual return | 16.50% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,115 | $3,297-5.5% | $4,482-30.5% | $3,332-6.5% |
| Admin fee / account holder | $2,130 | $5,065-57.9% | $8,020-73.4% | $4,645-54.1% |