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 | $64,923 | $77,503-16.2% | $100,391-35.3% | $80,856-19.7% |
| Participation rate | 62.3% | 76.9%-14.6pp | 81.5%-19.2pp | 67.6%-5.3pp |
| Annual return | 25.75% | 37.20%-11.5pp | 49.20%-23.5pp | 35.59%-9.8pp |
| Employer contribution / active EE | $1,885 | $2,801-32.7% | $3,942-52.2% | $2,755-31.6% |
| Participant deferral / active EE | $4,275 | $6,820-37.3% | $8,082-47.1% | $4,296-0.5% |
| Admin fee / account holder | $14,705 | $5,897+149.4% | $7,899+86.2% | $6,918+112.6% |