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 | $68,533 | $80,968-15.4% | $96,544-29.0% | $75,163-8.8% |
| Participation rate | 51.1% | 71.8%-20.7pp | 76.0%-24.9pp | 67.2%-16.1pp |
| Annual return | 20.41% | 27.06%-6.7pp | 25.84%-5.4pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,864 | $3,928-27.1% | $4,851-41.0% | $4,125-30.6% |
| Admin fee / account holder | $7,224 | $6,724+7.4% | $8,252-12.5% | $5,651+27.8% |