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 | $43,065 | $76,670-43.8% | $96,683-55.5% | $71,457-39.7% |
| Participation rate | 65.4% | 66.6%-1.2pp | 74.3%-9.0pp | 67.9%-2.6pp |
| Annual return | 17.28% | 48.29%-31.0pp | 35.69%-18.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,384 | $3,771-36.8% | $4,878-51.1% | $4,289-44.4% |
| Admin fee / account holder | $599 | $2,028-70.5% | $6,730-91.1% | $1,587-62.3% |