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 | $86,740 | $76,552+13.3% | $123,892-30.0% | $62,891+37.9% |
| Participation rate | 54.8% | 73.0%-18.1pp | 81.4%-26.6pp | 69.3%-14.5pp |
| Annual return | 17.47% | 18.68%-1.2pp | 47.52%-30.1pp | 20.14%-2.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,451 | $4,840+33.3% | $5,984+7.8% | $3,203+101.4% |
| Admin fee / account holder | $22,518 | $4,826+366.6% | $8,357+169.5% | $4,296+424.2% |