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 | $88,486 | $99,341-10.9% | $84,750+4.4% | $273,961-67.7% |
| Participation rate | 31.6% | 80.7%-49.1pp | 76.6%-45.0pp | 83.0%-51.4pp |
| Annual return | 7.12% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,224 | $4,269-71.3% | $3,712-67.0% | $5,287-76.9% |
| Admin fee / account holder | $11,559 | $6,644+74.0% | $5,332+116.8% | $10,132+14.1% |