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 | $55,716 | $67,606-17.6% | $82,313-32.3% | $70,131-20.6% |
| Participation rate | 28.9% | 72.8%-43.8pp | 76.9%-47.9pp | 69.5%-40.6pp |
| Annual return | 18.99% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,611 | $2,987+54.4% | $3,706+24.4% | $3,332+38.4% |
| Admin fee / account holder | $4,365 | $4,512-3.3% | $5,608-22.2% | $4,645-6.0% |