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 | $71,742 | $96,484-25.6% | $156,263-54.1% | $74,304-3.4% |
| Participation rate | 39.7% | 67.7%-27.9pp | 78.9%-39.2pp | 60.3%-20.6pp |
| Annual return | 16.07% | 17.73%-1.7pp | 59.47%-43.4pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,501 | $2,528-40.6% | $4,333-65.4% | $2,241-33.0% |
| Participant deferral / active EE | $2,718 | $4,286-36.6% | $6,158-55.9% | $3,767-27.8% |
| Admin fee / account holder | $8,260 | $3,728+121.6% | $14,255-42.1% | $2,969+178.2% |