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 | $80,717-30.5% | $154,803-63.7% | $84,808-33.8% |
| Participation rate | 15.5% | 66.8%-51.3pp | 78.1%-62.6pp | 68.3%-52.8pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,968 | $3,303+20.1% | $5,540-28.4% | $4,212-5.8% |
| Admin fee / account holder | $9,546 | $6,746+41.5% | $14,329-33.4% | $7,344+30.0% |