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 | $57,661 | $65,365-11.8% | $92,893-37.9% | $72,985-21.0% |
| Participation rate | 51.4% | 68.3%-16.9pp | 76.0%-24.6pp | 69.5%-18.1pp |
| Annual return | 26.70% | 42.10%-15.4pp | 109.41%-82.7pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,905 | $2,594-26.6% | $3,653-47.8% | $2,440-21.9% |
| Participant deferral / active EE | $3,082 | $3,128-1.5% | $4,236-27.3% | $3,607-14.6% |
| Admin fee / account holder | $10,722 | $4,251+152.2% | $5,794+85.1% | $5,124+109.2% |