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 | $55,748 | $55,706+0.1% | $75,886-26.5% | $72,985-23.6% |
| Participation rate | 17.2% | 61.1%-43.9pp | 69.3%-52.1pp | 69.5%-52.3pp |
| Annual return | 27.25% | 27.59%-0.3pp | 30.76%-3.5pp | 81.00%-53.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,134 | $2,634-57.0% | $3,603-68.5% | $3,607-68.6% |
| Admin fee / account holder | $1,144 | $3,978-71.3% | $5,418-78.9% | $5,124-77.7% |