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 | $71,086 | $109,413-35.0% | $156,263-54.5% | $84,808-16.2% |
| Participation rate | 51.7% | 72.7%-21.0pp | 78.9%-27.2pp | 68.3%-16.6pp |
| Annual return | 16.31% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $821 | $2,907-71.7% | $4,333-81.0% | $2,631-68.8% |
| Participant deferral / active EE | $3,082 | $4,590-32.8% | $6,158-49.9% | $4,212-26.8% |
| Admin fee / account holder | $5,334 | $9,357-43.0% | $14,255-62.6% | $7,344-27.4% |