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 | $73,702 | $95,803-23.1% | $113,168-34.9% | $84,808-13.1% |
| Participation rate | 56.8% | 72.9%-16.1pp | 76.6%-19.8pp | 68.3%-11.6pp |
| Annual return | 12.59% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,029 | $2,360-56.4% | $2,975-65.4% | $2,631-60.9% |
| Participant deferral / active EE | $4,008 | $4,242-5.5% | $5,107-21.5% | $4,212-4.8% |
| Admin fee / account holder | $15,375 | $8,989+71.0% | $12,068+27.4% | $7,344+109.4% |