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 | $62,945 | $95,803-34.3% | $113,168-44.4% | $84,808-25.8% |
| Participation rate | 65.5% | 72.9%-7.4pp | 76.6%-11.1pp | 68.3%-2.9pp |
| Annual return | 15.31% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,594 | $2,360-32.5% | $2,975-46.4% | $2,631-39.4% |
| Participant deferral / active EE | $3,098 | $4,242-27.0% | $5,107-39.3% | $4,212-26.4% |
| Admin fee / account holder | $30,794 | $8,989+242.6% | $12,068+155.2% | $7,344+319.3% |