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 | $65,342 | $69,823-6.4% | $77,163-15.3% | $74,419-12.2% |
| Participation rate | 27.1% | 70.0%-42.9pp | 69.6%-42.5pp | 70.7%-43.7pp |
| Annual return | 16.36% | 19.98%-3.6pp | 37.87%-21.5pp | 34.38%-18.0pp |
| Employer contribution / active EE | $819 | $2,150-61.9% | $2,535-67.7% | $2,637-68.9% |
| Participant deferral / active EE | $1,625 | $3,558-54.3% | $3,833-57.6% | $4,528-64.1% |
| Admin fee / account holder | $3,557 | $398+794.5% | $5,472-35.0% | $348+922.5% |