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 | $59,961 | $84,556-29.1% | $116,228-48.4% | $74,304-19.3% |
| Participation rate | 55.3% | 66.0%-10.7pp | 74.6%-19.2pp | 60.3%-5.0pp |
| Annual return | 15.82% | 18.35%-2.5pp | 90.06%-74.2pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,485 | $2,168-31.5% | $2,994-50.4% | $2,241-33.7% |
| Participant deferral / active EE | $2,360 | $3,814-38.1% | $4,953-52.3% | $3,767-37.3% |
| Admin fee / account holder | $5,275 | $3,792+39.1% | $11,989-56.0% | $2,969+77.7% |