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 | $59,097+17.0% | $82,389-16.1% | $74,304-6.9% |
| Participation rate | 41.1% | 52.8%-11.7pp | 69.5%-28.5pp | 60.3%-19.3pp |
| Annual return | 16.15% | 22.85%-6.7pp | 28.67%-12.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,328 | $2,775-16.1% | $4,155-44.0% | $3,767-38.2% |
| Admin fee / account holder | $5,316 | $4,489+18.4% | $7,231-26.5% | $2,969+79.1% |