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 | $76,518 | $64,348+18.9% | $90,160-15.1% | $70,131+9.1% |
| Participation rate | 45.5% | 70.4%-25.0pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 16.43% | 28.13%-11.7pp | 34.88%-18.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,842 | $4,389+33.1% | $5,288+10.5% | $3,332+75.3% |
| Admin fee / account holder | $13,279 | $3,944+236.7% | $5,943+123.4% | $4,645+185.9% |