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 | $57,241 | $124,425-54.0% | $112,040-48.9% | $137,256-58.3% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 17.99% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,601 | $5,718-19.5% | $5,098-9.7% | $6,407-28.2% |
| Admin fee / account holder | $632 | $15,207-95.8% | $12,098-94.8% | $12,270-94.8% |