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 | $56,134 | $76,407-26.5% | $150,298-62.7% | $82,448-31.9% |
| Participation rate | 15.5% | 66.4%-50.9pp | 77.8%-62.2pp | 68.1%-52.6pp |
| Annual return | 15.34% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,968 | $3,214+23.4% | $5,453-27.2% | $4,139-4.1% |
| Admin fee / account holder | $9,546 | $6,352+50.3% | $14,116-32.4% | $7,234+32.0% |