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 | $49,746 | $66,402-25.1% | $109,895-54.7% | $85,850-42.1% |
| Participation rate | 64.5% | 63.9%+0.7pp | 74.2%-9.7pp | 69.3%-4.8pp |
| Annual return | 13.00% | 19.59%-6.6pp | 29.45%-16.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,148 | $2,842-59.6% | $4,048-71.6% | $3,952-71.0% |
| Admin fee / account holder | $4,484 | $4,557-1.6% | $6,066-26.1% | $6,260-28.4% |