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 | $87,402 | $88,707-1.5% | $74,183+17.8% | $273,961-68.1% |
| Participation rate | 56.3% | 79.4%-23.2pp | 76.6%-20.4pp | 83.0%-26.8pp |
| Annual return | 6.67% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,656 | $4,212+10.6% | $3,550+31.2% | $5,287-11.9% |
| Admin fee / account holder | $7,874 | $8,717-9.7% | $5,586+41.0% | $10,132-22.3% |