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 | $57,420 | $100,923-43.1% | $150,045-61.7% | $74,304-22.7% |
| Participation rate | 50.4% | 70.1%-19.7pp | 82.3%-32.0pp | 60.3%-10.0pp |
| Annual return | 18.35% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,135 | $3,463-67.2% | $4,693-75.8% | $2,241-49.4% |
| Participant deferral / active EE | $3,605 | $6,709-46.3% | $7,997-54.9% | $3,767-4.3% |
| Admin fee / account holder | $4,278 | $2,767+54.6% | $13,435-68.2% | $2,969+44.1% |