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 | $71,297 | $73,981-3.6% | $105,722-32.6% | $62,891+13.4% |
| Participation rate | 59.3% | 71.7%-12.4pp | 78.9%-19.7pp | 69.3%-10.0pp |
| Annual return | 7.95% | 17.60%-9.7pp | 12.25%-4.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $795 | $2,856-72.2% | $4,079-80.5% | $2,281-65.2% |
| Participant deferral / active EE | $1,604 | $4,038-60.3% | $5,326-69.9% | $3,203-49.9% |
| Admin fee / account holder | $5,372 | $5,976-10.1% | $8,308-35.3% | $4,296+25.1% |