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 | $119,715 | $95,803+25.0% | $113,168+5.8% | $84,808+41.2% |
| Participation rate | 52.2% | 72.9%-20.6pp | 76.6%-24.3pp | 68.3%-16.1pp |
| Annual return | 14.57% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,906 | $4,242-31.5% | $5,107-43.1% | $4,212-31.0% |
| Admin fee / account holder | $894 | $8,989-90.1% | $12,068-92.6% | $7,344-87.8% |