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 | $66,618 | $87,870-24.2% | $113,168-41.1% | $74,304-10.3% |
| Participation rate | 48.6% | 70.7%-22.2pp | 76.6%-28.0pp | 60.3%-11.8pp |
| Annual return | 13.38% | 26.44%-13.1pp | 24.27%-10.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,311 | $2,277-42.4% | $2,975-55.9% | $2,241-41.5% |
| Participant deferral / active EE | $2,374 | $4,241-44.0% | $5,107-53.5% | $3,767-37.0% |
| Admin fee / account holder | $7,629 | $3,368+126.5% | $12,068-36.8% | $2,969+157.0% |