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 | $45,808 | $79,944-42.7% | $98,439-53.5% | $75,163-39.1% |
| Participation rate | 68.0% | 70.4%-2.4pp | 75.2%-7.2pp | 67.2%+0.8pp |
| Annual return | 17.10% | 19.75%-2.6pp | 21.16%-4.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,871 | $3,752-23.5% | $4,738-39.4% | $4,125-30.4% |
| Admin fee / account holder | $1,298 | $6,840-81.0% | $8,948-85.5% | $5,651-77.0% |