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 | $97,693 | $109,413-10.7% | $156,263-37.5% | $84,808+15.2% |
| Participation rate | 60.5% | 72.7%-12.2pp | 78.9%-18.4pp | 68.3%-7.8pp |
| Annual return | 13.69% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $881 | $2,907-69.7% | $4,333-79.7% | $2,631-66.5% |
| Participant deferral / active EE | $2,049 | $4,590-55.4% | $6,158-66.7% | $4,212-51.3% |
| Admin fee / account holder | $14,313 | $9,357+53.0% | $14,255+0.4% | $7,344+94.9% |