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 | $44,323 | $153,772-71.2% | $133,980-66.9% | $273,961-83.8% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.1%-25.5pp | 83.0%-21.5pp |
| Annual return | 16.25% | 36.51%-20.3pp | 29.30%-13.0pp | 41.45%-25.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,443 | $6,958-36.1% | $6,282-29.3% | $5,287-16.0% |
| Admin fee / account holder | $10,713 | $11,765-8.9% | $9,324+14.9% | $10,132+5.7% |