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 | $62,823 | $65,365-3.9% | $92,893-32.4% | $72,985-13.9% |
| Participation rate | 55.3% | 68.3%-13.0pp | 76.0%-20.7pp | 69.5%-14.2pp |
| Annual return | 19.72% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $628 | $2,594-75.8% | $3,653-82.8% | $2,440-74.3% |
| Participant deferral / active EE | $2,869 | $3,128-8.3% | $4,236-32.3% | $3,607-20.5% |
| Admin fee / account holder | $12,305 | $4,251+189.4% | $5,794+112.4% | $5,124+140.1% |