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 | $89,807 | $48,076+86.8% | $78,689+14.1% | $62,891+42.8% |
| Participation rate | 46.2% | 65.2%-19.1pp | 73.6%-27.4pp | 69.3%-23.2pp |
| Annual return | 7.05% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,474 | $2,588-43.1% | $3,517-58.1% | $3,203-54.0% |
| Admin fee / account holder | $17,935 | $3,207+459.2% | $4,510+297.6% | $4,296+317.5% |