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 | $37,272 | $77,503-51.9% | $100,391-62.9% | $80,856-53.9% |
| Participation rate | 62.9% | 76.9%-14.1pp | 81.5%-18.6pp | 67.6%-4.8pp |
| Annual return | 12.40% | 37.20%-24.8pp | 49.20%-36.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,357 | $2,801-15.8% | $3,942-40.2% | $2,755-14.4% |
| Participant deferral / active EE | $6,636 | $6,820-2.7% | $8,082-17.9% | $4,296+54.5% |
| Admin fee / account holder | $40,612 | $5,897+588.7% | $7,899+414.1% | $6,918+487.1% |