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 | $65,356 | $83,477-21.7% | $125,175-47.8% | $72,985-10.5% |
| Participation rate | 69.1% | 73.3%-4.2pp | 79.8%-10.7pp | 69.5%-0.4pp |
| Annual return | 17.88% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.1pp |
| Employer contribution / active EE | $975 | $2,345-58.4% | $3,865-74.8% | $2,440-60.1% |
| Participant deferral / active EE | $4,254 | $3,585+18.6% | $4,937-13.8% | $3,607+17.9% |
| Admin fee / account holder | $22,095 | $5,517+300.5% | $9,702+127.7% | $5,124+331.2% |