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 | $68,047 | $87,870-22.6% | $113,168-39.9% | $74,304-8.4% |
| Participation rate | 44.4% | 70.7%-26.4pp | 76.6%-32.2pp | 60.3%-16.0pp |
| Annual return | 16.75% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,004 | $2,277-55.9% | $2,975-66.2% | $2,241-55.2% |
| Participant deferral / active EE | $2,675 | $4,241-36.9% | $5,107-47.6% | $3,767-29.0% |
| Admin fee / account holder | $3,031 | $3,368-10.0% | $12,068-74.9% | $2,969+2.1% |