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 | $48,162 | $136,307-64.7% | $177,821-72.9% | $73,488-34.5% |
| Participation rate | 61.9% | 86.1%-24.2pp | 87.7%-25.8pp | 70.7%-8.8pp |
| Annual return | 14.63% | 18.68%-4.0pp | 48.32%-33.7pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,173 | $3,712-41.5% | $5,918-63.3% | $2,270-4.3% |
| Participant deferral / active EE | $3,516 | $5,829-39.7% | $7,714-54.4% | $3,740-6.0% |
| Admin fee / account holder | $5,137 | $596+762.6% | $12,427-58.7% | $513+901.3% |