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 | $62,264 | $81,460-23.6% | $103,333-39.7% | $80,856-23.0% |
| Participation rate | 62.2% | 66.8%-4.6pp | 74.5%-12.3pp | 67.6%-5.4pp |
| Annual return | 13.30% | 25.55%-12.2pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,578 | $3,869+95.9% | $5,057+49.8% | $4,296+76.4% |
| Admin fee / account holder | $2,777 | $6,566-57.7% | $8,355-66.8% | $6,918-59.9% |