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 | $65,890 | $43,327+52.1% | $59,878+10.0% | $64,186+2.7% |
| Participation rate | 35.4% | 69.2%-33.8pp | 74.7%-39.3pp | 69.6%-34.2pp |
| Annual return | 22.41% | -1.55%+24.0pp | 3.46%+19.0pp | 7.63%+14.8pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,341 | $2,546-8.0% | $3,402-31.2% | $3,470-32.5% |
| Admin fee / account holder | $7,264 | $3,005+141.7% | $3,590+102.3% | $4,888+48.6% |