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 | $71,725 | $57,065+25.7% | $75,670-5.2% | $70,131+2.3% |
| Participation rate | 62.0% | 68.1%-6.1pp | 72.3%-10.3pp | 69.5%-7.5pp |
| Annual return | 15.93% | 23.57%-7.6pp | 27.34%-11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,010 | $1,817-44.4% | $2,352-57.1% | $2,342-56.9% |
| Participant deferral / active EE | $2,625 | $2,580+1.8% | $3,142-16.5% | $3,332-21.2% |
| Admin fee / account holder | $18,679 | $3,825+388.3% | $5,800+222.1% | $4,645+302.1% |