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 | $57,159 | $58,828-2.8% | $77,999-26.7% | $62,891-9.1% |
| Participation rate | 65.4% | 71.1%-5.7pp | 75.5%-10.1pp | 69.3%-3.9pp |
| Annual return | 7.19% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,815 | $2,686-32.4% | $3,497-48.1% | $3,203-43.3% |
| Admin fee / account holder | $14,420 | $4,393+228.2% | $5,480+163.1% | $4,296+235.7% |