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 | $33,860 | $81,446-58.4% | $103,374-67.2% | $80,874-58.1% |
| Participation rate | 48.6% | 66.9%-18.3pp | 74.5%-25.9pp | 67.6%-19.1pp |
| Annual return | 19.16% | 25.57%-6.4pp | 24.89%-5.7pp | 35.62%-16.5pp |
| Employer contribution / active EE | $1,175 | $3,107-62.2% | $3,869-69.6% | $2,756-57.4% |
| Participant deferral / active EE | $3,231 | $3,870-16.5% | $5,058-36.1% | $4,297-24.8% |
| Admin fee / account holder | $12,534 | $6,715+86.7% | $8,394+49.3% | $6,935+80.7% |