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 | $66,535 | $91,552-27.3% | $133,956-50.3% | $79,858-16.7% |
| Participation rate | 28.6% | 73.3%-44.8pp | 79.8%-51.3pp | 69.6%-41.1pp |
| Annual return | 11.10% | 61.85%-50.8pp | 45.09%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $691 | $2,384-71.0% | $3,919-82.4% | $2,471-72.0% |
| Participant deferral / active EE | $2,093 | $3,733-43.9% | $5,048-58.5% | $3,740-44.0% |
| Admin fee / account holder | $10,758 | $6,321+70.2% | $8,927+20.5% | $5,306+102.7% |