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 | $47,834 | $54,762-12.7% | $90,281-47.0% | $72,985-34.5% |
| Participation rate | 64.0% | 65.1%-1.1pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 17.80% | 30.63%-12.8pp | 78.10%-60.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,069 | $2,092-48.9% | $2,854-62.6% | $2,440-56.2% |
| Participant deferral / active EE | $3,038 | $2,887+5.2% | $3,885-21.8% | $3,607-15.8% |
| Admin fee / account holder | $15,423 | $3,972+288.3% | $5,351+188.2% | $5,124+201.0% |