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 | $80,717-33.7% | $154,803-65.4% | $84,808-36.9% |
| Participation rate | 62.4% | 66.8%-4.5pp | 78.1%-15.7pp | 68.3%-6.0pp |
| Annual return | 13.43% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $649 | $2,761-76.5% | $4,305-84.9% | $2,631-75.3% |
| Participant deferral / active EE | $2,211 | $3,303-33.1% | $5,540-60.1% | $4,212-47.5% |
| Admin fee / account holder | $11,371 | $6,746+68.6% | $14,329-20.6% | $7,344+54.8% |