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 | $45,326 | $61,660-26.5% | $80,019-43.4% | $64,186-29.4% |
| Participation rate | 52.9% | 71.7%-18.7pp | 75.8%-22.9pp | 69.6%-16.6pp |
| Annual return | 25.42% | -0.33%+25.8pp | 11.22%+14.2pp | 7.63%+17.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,868 | $2,968-37.1% | $3,686-49.3% | $3,470-46.2% |
| Admin fee / account holder | $608 | $5,417-88.8% | $6,521-90.7% | $4,888-87.6% |