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 | $86,700 | $71,050+22.0% | $93,606-7.4% | $80,856+7.2% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.6%-30.1pp |
| Annual return | 11.91% | 11.26%+0.7pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,512 | $4,034-37.7% | $4,411-43.1% | $4,296-41.5% |
| Admin fee / account holder | $2,292 | $6,945-67.0% | $8,285-72.3% | $6,918-66.9% |