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 | $69,162 | $55,932+23.7% | $76,735-9.9% | $67,986+1.7% |
| Participation rate | 41.1% | 50.8%-9.7pp | 69.5%-28.4pp | 57.2%-16.2pp |
| Annual return | 16.15% | 23.10%-7.0pp | 29.77%-13.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,328 | $2,558-9.0% | $4,088-43.0% | $3,358-30.7% |
| Admin fee / account holder | $5,316 | $4,907+8.3% | $7,189-26.1% | $3,203+66.0% |