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 | $80,812 | $74,927+7.9% | $101,794-20.6% | $84,808-4.7% |
| Participation rate | 61.9% | 61.4%+0.5pp | 69.2%-7.3pp | 68.3%-6.5pp |
| Annual return | 14.73% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,188 | $3,099+35.1% | $4,084+2.6% | $4,212-0.6% |
| Admin fee / account holder | $14,970 | $6,514+129.8% | $8,777+70.6% | $7,344+103.8% |