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 | $79,083 | $109,881-28.0% | $150,045-47.3% | $84,808-6.7% |
| Participation rate | 56.0% | 76.1%-20.1pp | 82.3%-26.3pp | 68.3%-12.3pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,882 | $3,561-47.1% | $4,693-59.9% | $2,631-28.5% |
| Participant deferral / active EE | $2,689 | $6,636-59.5% | $7,997-66.4% | $4,212-36.2% |
| Admin fee / account holder | $22,218 | $8,568+159.3% | $13,435+65.4% | $7,344+202.5% |