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 | $62,587 | $80,717-22.5% | $154,803-59.6% | $84,808-26.2% |
| Participation rate | 50.8% | 66.8%-16.0pp | 78.1%-27.2pp | 68.3%-17.5pp |
| Annual return | 20.39% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $3,247 | $2,761+17.6% | $4,305-24.6% | $2,631+23.4% |
| Participant deferral / active EE | $3,717 | $3,303+12.5% | $5,540-32.9% | $4,212-11.7% |
| Admin fee / account holder | $1,684 | $6,746-75.0% | $14,329-88.2% | $7,344-77.1% |