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 | $46,584 | $112,729-58.7% | $98,716-52.8% | $137,256-66.1% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.3%-41.5pp | 80.0%-52.2pp |
| Annual return | 13.86% | 38.48%-24.6pp | 31.81%-17.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,062 | $2,725-61.0% | $2,279-53.4% | $4,156-74.4% |
| Participant deferral / active EE | $3,029 | $4,640-34.7% | $4,048-25.2% | $6,407-52.7% |
| Admin fee / account holder | $55,868 | $10,129+451.6% | $8,703+541.9% | $12,270+355.3% |