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 | $90,453 | $77,503+16.7% | $100,391-9.9% | $80,856+11.9% |
| Participation rate | 15.6% | 76.9%-61.3pp | 81.5%-65.9pp | 67.6%-52.0pp |
| Annual return | 18.12% | 37.20%-19.1pp | 49.20%-31.1pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,716 | $6,820-45.5% | $8,082-54.0% | $4,296-13.5% |
| Admin fee / account holder | $6,515 | $5,897+10.5% | $7,899-17.5% | $6,918-5.8% |