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 | $70,711 | $71,050-0.5% | $93,606-24.5% | $80,856-12.5% |
| Participation rate | 49.1% | 60.4%-11.3pp | 68.7%-19.6pp | 67.6%-18.5pp |
| Annual return | 10.40% | 11.26%-0.9pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $463 | $1,564-70.4% | $2,420-80.9% | $2,755-83.2% |
| Participant deferral / active EE | $2,714 | $4,034-32.7% | $4,411-38.5% | $4,296-36.8% |
| Admin fee / account holder | $27,369 | $6,945+294.1% | $8,285+230.3% | $6,918+295.6% |