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 | $83,499 | $86,922-3.9% | $102,438-18.5% | $80,874+3.2% |
| Participation rate | 52.0% | 72.4%-20.4pp | 76.5%-24.5pp | 67.6%-15.6pp |
| Annual return | 15.77% | 18.90%-3.1pp | 29.37%-13.6pp | 35.62%-19.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,513 | $4,119-39.0% | $5,054-50.3% | $4,297-41.5% |
| Admin fee / account holder | $5,070 | $8,050-37.0% | $9,448-46.3% | $6,935-26.9% |