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 | $66,006 | $139,421-52.7% | $239,577-72.4% | $116,462-43.3% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.1%-23.5pp | 74.7%-16.1pp |
| Annual return | 27.19% | 15.58%+11.6pp | -0.70%+27.9pp | 15.65%+11.5pp |
| Employer contribution / active EE | $2,210 | $4,487-50.7% | $7,232-69.4% | $3,231-31.6% |
| Participant deferral / active EE | $3,050 | $4,296-29.0% | $5,676-46.3% | $3,836-20.5% |
| Admin fee / account holder | $14,301 | $21,515-33.5% | $19,315-26.0% | $12,754+12.1% |