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 | $53,262 | $54,762-2.7% | $90,281-41.0% | $72,985-27.0% |
| Participation rate | 43.8% | 65.1%-21.4pp | 73.3%-29.5pp | 69.5%-25.7pp |
| Annual return | 23.69% | 30.63%-6.9pp | 78.10%-54.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,577 | $2,887-45.4% | $3,885-59.4% | $3,607-56.3% |
| Admin fee / account holder | $4,025 | $3,972+1.3% | $5,351-24.8% | $5,124-21.4% |