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 | $35,710 | $65,390-45.4% | $169,368-78.9% | $71,457-50.0% |
| Participation rate | 44.3% | 67.0%-22.6pp | 77.1%-32.8pp | 67.9%-23.6pp |
| Annual return | 19.04% | 21.31%-2.3pp | 405.60%-386.6pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,144 | $2,079-45.0% | $4,013-71.5% | $2,588-55.8% |
| Participant deferral / active EE | $2,255 | $4,367-48.4% | $6,221-63.8% | $4,289-47.4% |
| Admin fee / account holder | $8,575 | $1,324+547.5% | $9,003-4.8% | $1,587+440.2% |