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 | $59,983 | $72,492-17.3% | $87,100-31.1% | $72,985-17.8% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.9%-21.0pp | 69.5%-13.6pp |
| Annual return | 19.64% | 24.46%-4.8pp | 28.19%-8.6pp | 81.00%-61.4pp |
| Employer contribution / active EE | $963 | $1,894-49.2% | $2,521-61.8% | $2,440-60.5% |
| Participant deferral / active EE | $2,047 | $3,270-37.4% | $4,049-49.4% | $3,607-43.2% |
| Admin fee / account holder | $9,404 | $5,055+86.0% | $7,497+25.4% | $5,124+83.5% |