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 | $40,682 | $95,803-57.5% | $113,168-64.1% | $84,808-52.0% |
| Participation rate | 58.2% | 72.9%-14.7pp | 76.6%-18.4pp | 68.3%-10.1pp |
| Annual return | 13.17% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,609 | $2,360-31.8% | $2,975-45.9% | $2,631-38.9% |
| Participant deferral / active EE | $2,846 | $4,242-32.9% | $5,107-44.3% | $4,212-32.4% |
| Admin fee / account holder | $13,072 | $8,989+45.4% | $12,068+8.3% | $7,344+78.0% |