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 | $77,390 | $56,897+36.0% | $84,750-8.7% | $62,891+23.1% |
| Participation rate | 46.0% | 68.5%-22.5pp | 76.6%-30.6pp | 69.3%-23.3pp |
| Annual return | 7.48% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,153 | $2,709-20.5% | $3,712-42.0% | $3,203-32.8% |
| Admin fee / account holder | $8,903 | $3,581+148.6% | $5,332+67.0% | $4,296+107.3% |