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 | $46,714 | $49,025-4.7% | $87,507-46.6% | $62,891-25.7% |
| Participation rate | 61.5% | 64.9%-3.3pp | 73.8%-12.3pp | 69.3%-7.8pp |
| Annual return | 9.61% | 10.02%-0.4pp | 12.21%-2.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,866 | $2,289+68.9% | $3,149+22.8% | $3,203+20.7% |
| Admin fee / account holder | $375 | $4,065-90.8% | $4,221-91.1% | $4,296-91.3% |