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 | $62,283 | $81,460-23.5% | $103,333-39.7% | $80,856-23.0% |
| Participation rate | 45.2% | 66.8%-21.7pp | 74.5%-29.3pp | 67.6%-22.5pp |
| Annual return | 15.97% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,229 | $3,105-28.2% | $3,868-42.4% | $2,755-19.1% |
| Participant deferral / active EE | $4,029 | $3,869+4.1% | $5,057-20.3% | $4,296-6.2% |
| Admin fee / account holder | $17,155 | $6,566+161.3% | $8,355+105.3% | $6,918+148.0% |