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 | $80,094 | $90,503-11.5% | $78,689+1.8% | $273,961-70.8% |
| Participation rate | 57.9% | 76.5%-18.6pp | 73.6%-15.7pp | 83.0%-25.1pp |
| Annual return | 4.39% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,197 | $3,901-69.3% | $3,517-66.0% | $5,287-77.4% |
| Admin fee / account holder | $3,379 | $5,263-35.8% | $4,510-25.1% | $10,132-66.7% |