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 | $76,805 | $81,248-5.5% | $155,509-50.6% | $80,856-5.0% |
| Participation rate | 47.7% | 66.2%-18.5pp | 78.2%-30.5pp | 67.6%-19.9pp |
| Annual return | 12.18% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,550 | $3,452+2.8% | $5,626-36.9% | $4,296-17.4% |
| Admin fee / account holder | $16,561 | $7,997+107.1% | $15,912+4.1% | $6,918+139.4% |