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 | $64,606 | $52,580+22.9% | $71,671-9.9% | $70,131-7.9% |
| Participation rate | 58.7% | 60.9%-2.2pp | 68.7%-10.0pp | 69.5%-10.8pp |
| Annual return | 16.58% | 20.25%-3.7pp | 20.65%-4.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,540 | $2,386+6.5% | $3,438-26.1% | $3,332-23.8% |
| Admin fee / account holder | $1,436 | $3,653-60.7% | $5,558-74.2% | $4,645-69.1% |