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 | $34,435 | $47,848-28.0% | $81,478-57.7% | $70,131-50.9% |
| Participation rate | 62.5% | 58.3%+4.2pp | 68.0%-5.5pp | 69.5%-7.0pp |
| Annual return | 21.33% | 27.25%-5.9pp | 38.78%-17.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,425 | $2,453+161.9% | $3,537+81.7% | $3,332+92.8% |
| Admin fee / account holder | $2,360 | $3,145-24.9% | $4,561-48.3% | $4,645-49.2% |