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 | $66,287 | $81,248-18.4% | $155,509-57.4% | $80,856-18.0% |
| Participation rate | 53.1% | 66.2%-13.1pp | 78.2%-25.1pp | 67.6%-14.5pp |
| Annual return | 16.31% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,578 | $3,100-49.1% | $4,672-66.2% | $2,755-42.7% |
| Participant deferral / active EE | $1,937 | $3,452-43.9% | $5,626-65.6% | $4,296-54.9% |
| Admin fee / account holder | $1,127 | $7,997-85.9% | $15,912-92.9% | $6,918-83.7% |