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 | $75,081 | $48,076+56.2% | $78,689-4.6% | $62,891+19.4% |
| Participation rate | 57.7% | 65.2%-7.5pp | 73.6%-15.9pp | 69.3%-11.6pp |
| Annual return | 10.79% | 31.35%-20.6pp | 62.18%-51.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $798 | $2,015-60.4% | $2,851-72.0% | $2,281-65.0% |
| Participant deferral / active EE | $2,795 | $2,588+8.0% | $3,517-20.5% | $3,203-12.7% |
| Admin fee / account holder | $16,734 | $3,207+421.7% | $4,510+271.0% | $4,296+289.6% |