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 | $46,668 | $77,899-40.1% | $149,673-68.8% | $75,163-37.9% |
| Participation rate | 53.2% | 65.6%-12.4pp | 78.8%-25.6pp | 67.2%-14.0pp |
| Annual return | 25.74% | 31.72%-6.0pp | 134.42%-108.7pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,261 | $3,137-59.8% | $4,818-73.8% | $2,670-52.8% |
| Participant deferral / active EE | $1,788 | $3,411-47.6% | $5,680-68.5% | $4,125-56.7% |
| Admin fee / account holder | $11,982 | $5,956+101.2% | $13,210-9.3% | $5,651+112.0% |