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 | $75,379 | $95,803-21.3% | $113,168-33.4% | $84,808-11.1% |
| Participation rate | 51.2% | 72.9%-21.7pp | 76.6%-25.4pp | 68.3%-17.1pp |
| Annual return | 12.80% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,047 | $2,360-55.6% | $2,975-64.8% | $2,631-60.2% |
| Participant deferral / active EE | $2,723 | $4,242-35.8% | $5,107-46.7% | $4,212-35.3% |
| Admin fee / account holder | $3,411 | $8,989-62.1% | $12,068-71.7% | $7,344-53.6% |