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 | $48,149 | $67,606-28.8% | $82,313-41.5% | $70,131-31.3% |
| Participation rate | 68.2% | 72.8%-4.6pp | 76.9%-8.7pp | 69.5%-1.4pp |
| Annual return | 17.73% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,664 | $2,987-44.3% | $3,706-55.1% | $3,332-50.0% |
| Admin fee / account holder | $1,171 | $4,512-74.0% | $5,608-79.1% | $4,645-74.8% |