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 | $77,467 | $91,190-15.0% | $178,490-56.6% | $79,858-3.0% |
| Participation rate | 21.3% | 69.2%-47.9pp | 81.9%-60.6pp | 69.6%-48.3pp |
| Annual return | 14.27% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $379 | $3,256-88.4% | $5,011-92.4% | $2,471-84.7% |
| Participant deferral / active EE | $1,137 | $3,236-64.9% | $5,202-78.1% | $3,740-69.6% |
| Admin fee / account holder | $13,232 | $6,751+96.0% | $13,984-5.4% | $5,306+149.4% |