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 | $46,334 | $78,705-41.1% | $117,854-60.7% | $70,131-33.9% |
| Participation rate | 52.9% | 73.2%-20.3pp | 79.7%-26.7pp | 69.5%-16.6pp |
| Annual return | 17.57% | 23.30%-5.7pp | 335.08%-317.5pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,948 | $3,297+19.7% | $4,482-11.9% | $3,332+18.5% |
| Admin fee / account holder | $5,328 | $5,065+5.2% | $8,020-33.6% | $4,645+14.7% |