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 | $77,983 | $109,413-28.7% | $156,263-50.1% | $84,808-8.0% |
| Participation rate | 37.4% | 72.7%-35.3pp | 78.9%-41.5pp | 68.3%-30.9pp |
| Annual return | 16.37% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,276 | $2,907-56.1% | $4,333-70.6% | $2,631-51.5% |
| Participant deferral / active EE | $2,837 | $4,590-38.2% | $6,158-53.9% | $4,212-32.6% |
| Admin fee / account holder | $12,853 | $9,357+37.4% | $14,255-9.8% | $7,344+75.0% |