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 | $60,426 | $66,098-8.6% | $101,794-40.6% | $74,304-18.7% |
| Participation rate | 42.1% | 53.8%-11.6pp | 69.2%-27.1pp | 60.3%-18.2pp |
| Annual return | 12.94% | 19.59%-6.7pp | 30.53%-17.6pp | 29.43%-16.5pp |
| Employer contribution / active EE | $898 | $1,082-17.0% | $2,289-60.8% | $2,241-59.9% |
| Participant deferral / active EE | $1,507 | $2,781-45.8% | $4,084-63.1% | $3,767-60.0% |
| Admin fee / account holder | $5,474 | $4,146+32.0% | $8,777-37.6% | $2,969+84.4% |