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 | $49,993 | $57,541-13.1% | $95,745-47.8% | $75,163-33.5% |
| Participation rate | 60.0% | 62.5%-2.5pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 15.03% | 34.93%-19.9pp | 28.35%-13.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,848 | $3,074-39.9% | $4,245-56.5% | $4,125-55.2% |
| Admin fee / account holder | $2,372 | $4,099-42.1% | $5,678-58.2% | $5,651-58.0% |