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 | $54,067 | $59,443-9.0% | $70,164-22.9% | $75,163-28.1% |
| Participation rate | 56.0% | 71.6%-15.6pp | 78.8%-22.8pp | 67.2%-11.2pp |
| Annual return | 14.53% | 18.53%-4.0pp | 18.87%-4.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $3,306-100.0% | $4,287-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,657 | $3,653-54.6% | $5,395-69.3% | $4,125-59.8% |
| Admin fee / account holder | $3,714 | $4,397-15.5% | $4,561-18.6% | $5,651-34.3% |