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 | $66,664 | $78,422-15.0% | $95,952-30.5% | $79,858-16.5% |
| Participation rate | 69.5% | 73.5%-4.0pp | 77.1%-7.6pp | 69.6%-0.1pp |
| Annual return | 14.71% | 19.37%-4.7pp | 91.61%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,622 | $1,945-16.6% | $2,541-36.2% | $2,471-34.4% |
| Participant deferral / active EE | $2,874 | $3,440-16.5% | $4,167-31.0% | $3,740-23.2% |
| Admin fee / account holder | $17,473 | $5,622+210.8% | $6,795+157.1% | $5,306+229.3% |