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 | $50,480 | $62,586-19.3% | $76,768-34.2% | $64,186-21.4% |
| Participation rate | 56.8% | 72.8%-16.0pp | 77.0%-20.1pp | 69.6%-12.8pp |
| Annual return | 13.99% | -1.95%+15.9pp | 2.43%+11.6pp | 7.63%+6.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,204 | $3,145-29.9% | $3,852-42.8% | $3,470-36.5% |
| Admin fee / account holder | $1,089 | $4,667-76.7% | $6,675-83.7% | $4,888-77.7% |