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 | $48,093 | $65,365-26.4% | $92,893-48.2% | $72,985-34.1% |
| Participation rate | 59.5% | 68.3%-8.8pp | 76.0%-16.5pp | 69.5%-10.0pp |
| Annual return | 22.10% | 42.10%-20.0pp | 109.41%-87.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,637 | $2,594-36.9% | $3,653-55.2% | $2,440-32.9% |
| Participant deferral / active EE | $2,836 | $3,128-9.3% | $4,236-33.1% | $3,607-21.4% |
| Admin fee / account holder | $11,003 | $4,251+158.8% | $5,794+89.9% | $5,124+114.7% |