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 | $53,513 | $76,407-30.0% | $150,298-64.4% | $82,448-35.1% |
| Participation rate | 62.4% | 66.4%-4.0pp | 77.8%-15.4pp | 68.1%-5.7pp |
| Annual return | 13.43% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $649 | $2,614-75.2% | $4,154-84.4% | $2,551-74.6% |
| Participant deferral / active EE | $2,211 | $3,214-31.2% | $5,453-59.4% | $4,139-46.6% |
| Admin fee / account holder | $11,371 | $6,352+79.0% | $14,116-19.4% | $7,234+57.2% |