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 | $50,358 | $71,057-29.1% | $93,654-46.2% | $80,874-37.7% |
| Participation rate | 52.8% | 60.4%-7.6pp | 68.7%-15.9pp | 67.6%-14.8pp |
| Annual return | 11.94% | 11.26%+0.7pp | 133.34%-121.4pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,335 | $1,564-14.6% | $2,421-44.8% | $2,756-51.5% |
| Participant deferral / active EE | $1,739 | $4,034-56.9% | $4,413-60.6% | $4,297-59.5% |
| Admin fee / account holder | $610 | $6,944-91.2% | $8,282-92.6% | $6,935-91.2% |