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 | $60,475 | $85,766-29.5% | $136,294-55.6% | $70,131-13.8% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 14.59% | 31.45%-16.9pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,824 | $2,966-38.5% | $4,695-61.2% | $2,342-22.1% |
| Participant deferral / active EE | $2,945 | $5,051-41.7% | $6,247-52.9% | $3,332-11.6% |
| Admin fee / account holder | $10,869 | $5,420+100.5% | $9,243+17.6% | $4,645+134.0% |