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 | $29,725 | $60,892-51.2% | $82,389-63.9% | $84,808-64.9% |
| Participation rate | 46.9% | 63.3%-16.4pp | 69.5%-22.7pp | 68.3%-21.4pp |
| Annual return | 14.56% | 37.29%-22.7pp | 28.67%-14.1pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,034 | $1,779-41.9% | $2,517-58.9% | $2,631-60.7% |
| Participant deferral / active EE | $3,850 | $3,179+21.1% | $4,155-7.3% | $4,212-8.6% |
| Admin fee / account holder | $10,223 | $5,467+87.0% | $7,231+41.4% | $7,344+39.2% |