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 | $40,014 | $53,053-24.6% | $126,539-68.4% | $74,304-46.1% |
| Participation rate | 43.4% | 48.0%-4.6pp | 69.8%-26.4pp | 60.3%-16.9pp |
| Annual return | 16.25% | 29.46%-13.2pp | 425.95%-409.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,267 | $1,168+8.6% | $3,674-65.5% | $2,241-43.4% |
| Participant deferral / active EE | $2,664 | $2,303+15.7% | $4,083-34.7% | $3,767-29.3% |
| Admin fee / account holder | $10,596 | $3,698+186.5% | $6,065+74.7% | $2,969+256.9% |