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 | $54,021 | $73,787-26.8% | $98,716-45.3% | $82,448-34.5% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.3%-6.8pp | 68.1%-5.6pp |
| Annual return | 14.39% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,234 | $3,081+5.0% | $4,048-20.1% | $4,139-21.9% |
| Admin fee / account holder | $1,617 | $6,500-75.1% | $8,703-81.4% | $7,234-77.6% |