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 | $17,452 | $115,882-84.9% | $100,516-82.6% | $158,922-89.0% |
| Participation rate | 45.8% | 81.6%-35.7pp | 79.4%-33.6pp | 82.0%-36.1pp |
| Annual return | 8.53% | 34.79%-26.3pp | 30.89%-22.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,025 | $6,674-69.7% | $6,270-67.7% | $5,982-66.2% |
| Admin fee / account holder | $9,648 | $10,995-12.3% | $8,081+19.4% | $11,246-14.2% |