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 | $63,620 | $65,365-2.7% | $92,893-31.5% | $72,985-12.8% |
| Participation rate | 54.2% | 68.3%-14.1pp | 76.0%-21.8pp | 69.5%-15.3pp |
| Annual return | 20.40% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,263 | $2,594-51.3% | $3,653-65.4% | $2,440-48.2% |
| Participant deferral / active EE | $2,739 | $3,128-12.4% | $4,236-35.3% | $3,607-24.1% |
| Admin fee / account holder | $20,747 | $4,251+388.0% | $5,794+258.1% | $5,124+304.9% |