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 | $61,327 | $95,803-36.0% | $113,168-45.8% | $84,808-27.7% |
| Participation rate | 53.7% | 72.9%-19.2pp | 76.6%-22.9pp | 68.3%-14.7pp |
| Annual return | 12.88% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $883 | $2,360-62.6% | $2,975-70.3% | $2,631-66.4% |
| Participant deferral / active EE | $2,579 | $4,242-39.2% | $5,107-49.5% | $4,212-38.8% |
| Admin fee / account holder | $14,108 | $8,989+57.0% | $12,068+16.9% | $7,344+92.1% |