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 | $45,520 | $69,515-34.5% | $86,874-47.6% | $85,850-47.0% |
| Participation rate | 37.2% | 66.3%-29.1pp | 71.6%-34.5pp | 69.3%-32.1pp |
| Annual return | 12.02% | 20.12%-8.1pp | 63.52%-51.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,391 | $1,880-26.0% | $2,495-44.2% | $2,565-45.8% |
| Participant deferral / active EE | $2,578 | $2,919-11.7% | $3,699-30.3% | $3,952-34.8% |
| Admin fee / account holder | $8,740 | $5,972+46.4% | $5,828+50.0% | $6,260+39.6% |