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 | $63,619 | $110,257-42.3% | $96,544-34.1% | $139,434-54.4% |
| Participation rate | 68.8% | 78.1%-9.3pp | 76.0%-7.2pp | 80.3%-11.6pp |
| Annual return | 13.55% | 26.32%-12.8pp | 25.84%-12.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,931 | $5,548-65.2% | $4,851-60.2% | $6,710-71.2% |
| Admin fee / account holder | $7,192 | $11,591-38.0% | $8,252-12.8% | $11,403-36.9% |