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 | $61,097 | $100,923-39.5% | $150,045-59.3% | $74,304-17.8% |
| Participation rate | 53.2% | 70.1%-16.9pp | 82.3%-29.1pp | 60.3%-7.1pp |
| Annual return | 27.94% | 51.77%-23.8pp | 62.55%-34.6pp | 29.43%-1.5pp |
| Employer contribution / active EE | $1,425 | $3,463-58.9% | $4,693-69.6% | $2,241-36.4% |
| Participant deferral / active EE | $4,883 | $6,709-27.2% | $7,997-38.9% | $3,767+29.6% |
| Admin fee / account holder | $9,121 | $2,767+229.6% | $13,435-32.1% | $2,969+207.2% |