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 | $90,122 | $102,828-12.4% | $105,387-14.5% | $152,861-41.0% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.6%-49.2pp | 82.4%-49.1pp |
| Annual return | 19.39% | 20.85%-1.5pp | 26.82%-7.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,634 | $5,465+3.1% | $5,502+2.4% | $5,850-3.7% |
| Admin fee / account holder | $28,185 | $8,683+224.6% | $6,559+329.7% | $11,596+143.0% |