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 | $73,824 | $80,673-8.5% | $101,326-27.1% | $84,808-13.0% |
| Participation rate | 35.4% | 77.8%-42.4pp | 81.5%-46.1pp | 68.3%-32.9pp |
| Annual return | 14.70% | 38.95%-24.3pp | 36.82%-22.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,033 | $2,698-61.7% | $3,665-71.8% | $2,631-60.7% |
| Participant deferral / active EE | $3,266 | $6,840-52.3% | $7,994-59.1% | $4,212-22.5% |
| Admin fee / account holder | $10,129 | $12,784-20.8% | $11,185-9.4% | $7,344+37.9% |