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 | $34,897 | $72,277-51.7% | $101,248-65.5% | $79,858-56.3% |
| Participation rate | 31.8% | 68.5%-36.6pp | 75.8%-44.0pp | 69.6%-37.8pp |
| Annual return | 16.36% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,040 | $3,282-37.8% | $4,370-53.3% | $3,740-45.4% |
| Admin fee / account holder | $5,151 | $4,400+17.1% | $5,945-13.4% | $5,306-2.9% |