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 | $92,844 | $80,717+15.0% | $154,803-40.0% | $84,808+9.5% |
| Participation rate | 17.0% | 66.8%-49.8pp | 78.1%-61.0pp | 68.3%-51.3pp |
| Annual return | 28.69% | 37.96%-9.3pp | 58.88%-30.2pp | 40.90%-12.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,042 | $3,303-38.2% | $5,540-63.1% | $4,212-51.5% |
| Admin fee / account holder | $1,476 | $6,746-78.1% | $14,329-89.7% | $7,344-79.9% |