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 | $66,722 | $72,492-8.0% | $87,100-23.4% | $72,985-8.6% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.7pp | 69.5%-11.3pp |
| Annual return | 19.12% | 24.46%-5.3pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,341 | $1,894-29.2% | $2,521-46.8% | $2,440-45.0% |
| Participant deferral / active EE | $2,441 | $3,270-25.3% | $4,049-39.7% | $3,607-32.3% |
| Admin fee / account holder | $19,856 | $5,055+292.8% | $7,497+164.9% | $5,124+287.5% |