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 | $69,487 | $72,492-4.1% | $87,100-20.2% | $72,985-4.8% |
| Participation rate | 21.9% | 72.8%-50.9pp | 76.9%-55.0pp | 69.5%-47.6pp |
| Annual return | 22.12% | 24.46%-2.3pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,471 | $3,270-24.4% | $4,049-39.0% | $3,607-31.5% |
| Admin fee / account holder | $28,687 | $5,055+467.5% | $7,497+282.7% | $5,124+459.8% |