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 | $79,428 | $50,972+55.8% | $88,538-10.3% | $72,985+8.8% |
| Participation rate | 50.0% | 63.4%-13.4pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 16.98% | 29.62%-12.6pp | 43.64%-26.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,511 | $2,230+12.6% | $2,914-13.8% | $3,607-30.4% |
| Admin fee / account holder | $2,219 | $3,230-31.3% | $4,310-48.5% | $5,124-56.7% |