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 | $67,790 | $70,428-3.7% | $96,562-29.8% | $85,850-21.0% |
| Participation rate | 44.0% | 61.8%-17.8pp | 69.8%-25.8pp | 69.3%-25.3pp |
| Annual return | 11.90% | 18.59%-6.7pp | 37.78%-25.9pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,029 | $1,413-27.2% | $2,356-56.3% | $2,565-59.9% |
| Participant deferral / active EE | $4,048 | $2,894+39.9% | $3,849+5.2% | $3,952+2.4% |
| Admin fee / account holder | $1,057 | $4,997-78.9% | $6,181-82.9% | $6,260-83.1% |