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 | $47,405 | $80,968-41.5% | $96,544-50.9% | $75,163-36.9% |
| Participation rate | 63.1% | 71.8%-8.7pp | 76.0%-12.9pp | 67.2%-4.1pp |
| Annual return | 19.77% | 27.06%-7.3pp | 25.84%-6.1pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,603 | $3,928-8.3% | $4,851-25.7% | $4,125-12.7% |
| Admin fee / account holder | $2,123 | $6,724-68.4% | $8,252-74.3% | $5,651-62.4% |