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 | $63,090 | $54,762+15.2% | $90,281-30.1% | $72,985-13.6% |
| Participation rate | 52.8% | 65.1%-12.4pp | 73.3%-20.5pp | 69.5%-16.7pp |
| Annual return | 19.31% | 30.63%-11.3pp | 78.10%-58.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,738 | $2,887-5.1% | $3,885-29.5% | $3,607-24.1% |
| Admin fee / account holder | $6,832 | $3,972+72.0% | $5,351+27.7% | $5,124+33.3% |