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 | $69,412 | $76,670-9.5% | $96,683-28.2% | $71,457-2.9% |
| Participation rate | 45.5% | 66.6%-21.0pp | 74.3%-28.8pp | 67.9%-22.4pp |
| Annual return | 17.59% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,335 | $3,031-23.0% | $3,737-37.5% | $2,588-9.7% |
| Participant deferral / active EE | $2,733 | $3,771-27.5% | $4,878-44.0% | $4,289-36.3% |
| Admin fee / account holder | $3,329 | $2,028+64.1% | $6,730-50.5% | $1,587+109.7% |