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 | $54,919 | $77,899-29.5% | $149,673-63.3% | $75,163-26.9% |
| Participation rate | 40.8% | 65.6%-24.7pp | 78.8%-37.9pp | 67.2%-26.3pp |
| Annual return | 16.58% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,041 | $3,137-66.8% | $4,818-78.4% | $2,670-61.0% |
| Participant deferral / active EE | $2,463 | $3,411-27.8% | $5,680-56.6% | $4,125-40.3% |
| Admin fee / account holder | $11,099 | $5,956+86.3% | $13,210-16.0% | $5,651+96.4% |