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 | $71,023 | $95,803-25.9% | $113,168-37.2% | $84,808-16.3% |
| Participation rate | 51.0% | 72.9%-21.8pp | 76.6%-25.5pp | 68.3%-17.3pp |
| Annual return | 14.24% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $973 | $2,360-58.8% | $2,975-67.3% | $2,631-63.0% |
| Participant deferral / active EE | $2,159 | $4,242-49.1% | $5,107-57.7% | $4,212-48.7% |
| Admin fee / account holder | $5,216 | $8,989-42.0% | $12,068-56.8% | $7,344-29.0% |