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 | $64,093 | $57,990+10.5% | $76,190-15.9% | $80,856-20.7% |
| Participation rate | 48.3% | 73.7%-25.5pp | 79.3%-31.0pp | 67.6%-19.4pp |
| Annual return | 12.27% | 15.89%-3.6pp | 13.78%-1.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $3,565-100.0% | $4,578-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,467 | $3,814-61.5% | $5,474-73.2% | $4,296-65.8% |
| Admin fee / account holder | $2,428 | $5,668-57.2% | $5,123-52.6% | $6,918-64.9% |