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 | $68,739 | $76,407-10.0% | $150,298-54.3% | $82,448-16.6% |
| Participation rate | 59.0% | 66.4%-7.4pp | 77.8%-18.7pp | 68.1%-9.0pp |
| Annual return | 15.71% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,022 | $2,614-60.9% | $4,154-75.4% | $2,551-60.0% |
| Participant deferral / active EE | $2,733 | $3,214-15.0% | $5,453-49.9% | $4,139-34.0% |
| Admin fee / account holder | $9,340 | $6,352+47.0% | $14,116-33.8% | $7,234+29.1% |