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 | $46,677 | $39,122+19.3% | $57,179-18.4% | $62,891-25.8% |
| Participation rate | 26.3% | 70.5%-44.2pp | 75.3%-49.0pp | 69.3%-43.0pp |
| Annual return | 6.24% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,564 | $2,374-34.1% | $3,096-49.5% | $3,203-51.2% |
| Admin fee / account holder | $887 | $2,592-65.8% | $3,139-71.7% | $4,296-79.4% |