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 | $62,395 | $80,724-22.7% | $103,333-39.6% | $74,495-16.2% |
| Participation rate | 51.0% | 65.7%-14.7pp | 74.5%-23.5pp | 67.2%-16.2pp |
| Annual return | 14.69% | 27.56%-12.9pp | 24.88%-10.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,101 | $3,157-33.5% | $3,868-45.7% | $2,623-19.9% |
| Participant deferral / active EE | $3,844 | $3,860-0.4% | $5,057-24.0% | $4,346-11.5% |
| Admin fee / account holder | $6,213 | $2,368+162.4% | $8,355-25.6% | $1,942+220.0% |