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 | $85,931 | $74,927+14.7% | $101,794-15.6% | $84,808+1.3% |
| Participation rate | 24.0% | 61.4%-37.4pp | 69.2%-45.2pp | 68.3%-44.3pp |
| Annual return | 15.86% | 18.70%-2.8pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,099 | $3,099-32.3% | $4,084-48.6% | $4,212-50.1% |
| Admin fee / account holder | $5,738 | $6,514-11.9% | $8,777-34.6% | $7,344-21.9% |