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 | $54,173 | $70,475-23.1% | $100,516-46.1% | $79,858-32.2% |
| Participation rate | 67.6% | 73.7%-6.1pp | 79.4%-11.8pp | 69.6%-2.1pp |
| Annual return | 13.20% | 21.90%-8.7pp | 30.89%-17.7pp | 31.71%-18.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,913 | $5,181-43.8% | $6,270-53.5% | $3,740-22.1% |
| Admin fee / account holder | $7,503 | $4,478+67.5% | $8,081-7.2% | $5,306+41.4% |