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 | $75,960 | $78,422-3.1% | $95,952-20.8% | $79,858-4.9% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 20.91% | 19.37%+1.5pp | 91.61%-70.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,903 | $3,440+13.5% | $4,167-6.3% | $3,740+4.4% |
| Admin fee / account holder | $6,514 | $5,622+15.9% | $6,795-4.1% | $5,306+22.8% |