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 | $67,472 | $80,968-16.7% | $96,544-30.1% | $75,163-10.2% |
| Participation rate | 33.3% | 71.8%-38.4pp | 76.0%-42.6pp | 67.2%-33.9pp |
| Annual return | 12.75% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,235 | $2,282-45.9% | $2,965-58.4% | $2,670-53.8% |
| Participant deferral / active EE | $2,977 | $3,928-24.2% | $4,851-38.6% | $4,125-27.8% |
| Admin fee / account holder | $36,986 | $6,724+450.0% | $8,252+348.2% | $5,651+554.5% |