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 | $87,164 | $49,227+77.1% | $70,449+23.7% | $79,858+9.1% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 16.58% | 30.06%-13.5pp | 109.03%-92.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,705 | $2,768-2.3% | $3,709-27.1% | $3,740-27.7% |
| Admin fee / account holder | $2,348 | $2,878-18.4% | $3,845-38.9% | $5,306-55.8% |