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 | $67,441 | $80,705-16.4% | $115,768-41.7% | $67,986-0.8% |
| Participation rate | 47.3% | 63.0%-15.7pp | 74.4%-27.1pp | 57.2%-9.9pp |
| Annual return | 15.80% | 18.49%-2.7pp | 100.46%-84.7pp | 31.67%-15.9pp |
| Employer contribution / active EE | $554 | $2,046-72.9% | $2,940-81.2% | $2,019-72.6% |
| Participant deferral / active EE | $2,216 | $3,559-37.7% | $4,917-54.9% | $3,358-34.0% |
| Admin fee / account holder | $5,751 | $4,135+39.1% | $12,439-53.8% | $3,203+79.5% |