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 | $56,399 | $58,523-3.6% | $99,443-43.3% | $72,985-22.7% |
| Participation rate | 63.9% | 64.6%-0.7pp | 73.8%-9.9pp | 69.5%-5.6pp |
| Annual return | 18.18% | 28.51%-10.3pp | 30.72%-12.5pp | 81.00%-62.8pp |
| Employer contribution / active EE | $489 | $1,512-67.7% | $2,540-80.7% | $2,440-80.0% |
| Participant deferral / active EE | $2,501 | $2,606-4.0% | $3,619-30.9% | $3,607-30.7% |
| Admin fee / account holder | $11,358 | $4,102+176.9% | $6,250+81.7% | $5,124+121.6% |