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 | $63,626 | $56,277+13.1% | $80,975-21.4% | $62,891+1.2% |
| Participation rate | 46.7% | 69.0%-22.3pp | 75.8%-29.1pp | 69.3%-22.6pp |
| Annual return | 10.40% | 22.12%-11.7pp | 17.10%-6.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,070 | $4,195+44.7% | $5,696+6.6% | $3,203+89.5% |
| Admin fee / account holder | $604 | $3,741-83.9% | $5,516-89.1% | $4,296-85.9% |