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 | $57,473 | $68,719-16.4% | $91,541-37.2% | $84,808-32.2% |
| Participation rate | 57.4% | 64.5%-7.1pp | 69.8%-12.3pp | 68.3%-10.9pp |
| Annual return | 17.02% | 19.12%-2.1pp | 20.50%-3.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,521 | $3,136+12.3% | $4,008-12.1% | $4,212-16.4% |
| Admin fee / account holder | $3,656 | $5,786-36.8% | $6,956-47.4% | $7,344-50.2% |