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 | $63,564 | $72,277-12.1% | $101,248-37.2% | $79,858-20.4% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.1pp |
| Annual return | 15.46% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $835 | $2,692-69.0% | $3,660-77.2% | $2,471-66.2% |
| Participant deferral / active EE | $3,305 | $3,282+0.7% | $4,370-24.4% | $3,740-11.6% |
| Admin fee / account holder | $15,594 | $4,400+254.4% | $5,945+162.3% | $5,306+193.9% |