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 | $22,509 | $46,553-51.6% | $64,056-64.9% | $75,163-70.1% |
| Participation rate | 60.7% | 65.9%-5.2pp | 72.3%-11.6pp | 67.2%-6.5pp |
| Annual return | 14.95% | 26.03%-11.1pp | 33.69%-18.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,049 | $1,974-46.8% | $2,747-61.8% | $2,670-60.7% |
| Participant deferral / active EE | $1,044 | $2,837-63.2% | $3,880-73.1% | $4,125-74.7% |
| Admin fee / account holder | $6,707 | $2,952+127.2% | $3,068+118.6% | $5,651+18.7% |