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 | $32,630 | $106,515-69.4% | $96,683-66.3% | $139,434-76.6% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 14.49% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,369 | $4,103-42.3% | $3,737-36.6% | $4,751-50.1% |
| Participant deferral / active EE | $3,562 | $5,454-34.7% | $4,878-27.0% | $6,710-46.9% |
| Admin fee / account holder | $15,477 | $7,877+96.5% | $6,730+130.0% | $11,403+35.7% |