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 | $98,966 | $80,717+22.6% | $154,803-36.1% | $84,808+16.7% |
| Participation rate | 35.7% | 66.8%-31.1pp | 78.1%-42.4pp | 68.3%-32.6pp |
| Annual return | 13.48% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,538 | $3,303-53.4% | $5,540-72.2% | $4,212-63.5% |
| Admin fee / account holder | $3,336 | $6,746-50.5% | $14,329-76.7% | $7,344-54.6% |