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 | $62,848 | $92,985-32.4% | $153,432-59.0% | $80,874-22.3% |
| Participation rate | 60.2% | 69.0%-8.7pp | 77.1%-16.8pp | 67.6%-7.4pp |
| Annual return | 14.15% | 19.95%-5.8pp | 15.66%-1.5pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,993 | $3,507-43.2% | $5,038-60.4% | $2,756-27.7% |
| Participant deferral / active EE | $3,544 | $5,178-31.6% | $6,757-47.6% | $4,297-17.5% |
| Admin fee / account holder | $27,406 | $8,880+208.6% | $12,725+115.4% | $6,935+295.2% |