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 | $59,048 | $100,923-41.5% | $150,045-60.6% | $74,304-20.5% |
| Participation rate | 41.3% | 70.1%-28.8pp | 82.3%-41.0pp | 60.3%-19.0pp |
| Annual return | 23.91% | 51.77%-27.9pp | 62.55%-38.6pp | 29.43%-5.5pp |
| Employer contribution / active EE | $1,589 | $3,463-54.1% | $4,693-66.1% | $2,241-29.1% |
| Participant deferral / active EE | $2,695 | $6,709-59.8% | $7,997-66.3% | $3,767-28.5% |
| Admin fee / account holder | $4,525 | $2,767+63.5% | $13,435-66.3% | $2,969+52.4% |