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 | $24,965 | $59,839-58.3% | $81,983-69.5% | $79,858-68.7% |
| Participation rate | 51.5% | 61.6%-10.1pp | 69.2%-17.7pp | 69.6%-18.1pp |
| Annual return | 25.04% | 17.56%+7.5pp | 41.31%-16.3pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,742 | $1,713+1.7% | $2,498-30.3% | $2,471-29.5% |
| Participant deferral / active EE | $2,547 | $2,695-5.5% | $3,722-31.6% | $3,740-31.9% |
| Admin fee / account holder | $14,375 | $4,287+235.3% | $5,664+153.8% | $5,306+170.9% |