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 | $59,092 | $80,705-26.8% | $115,768-49.0% | $67,986-13.1% |
| Participation rate | 46.6% | 63.0%-16.3pp | 74.4%-27.8pp | 57.2%-10.6pp |
| Annual return | 14.37% | 18.49%-4.1pp | 100.46%-86.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $923 | $2,046-54.9% | $2,940-68.6% | $2,019-54.3% |
| Participant deferral / active EE | $1,894 | $3,559-46.8% | $4,917-61.5% | $3,358-43.6% |
| Admin fee / account holder | $5,892 | $4,135+42.5% | $12,439-52.6% | $3,203+83.9% |