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 | $55,184 | $72,492-23.9% | $87,100-36.6% | $72,985-24.4% |
| Participation rate | 51.5% | 72.8%-21.3pp | 76.9%-25.4pp | 69.5%-18.0pp |
| Annual return | 22.43% | 24.46%-2.0pp | 28.19%-5.8pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,513 | $1,894-20.1% | $2,521-40.0% | $2,440-38.0% |
| Participant deferral / active EE | $3,013 | $3,270-7.8% | $4,049-25.6% | $3,607-16.5% |
| Admin fee / account holder | $7,938 | $5,055+57.0% | $7,497+5.9% | $5,124+54.9% |