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 | $57,072 | $86,944-34.4% | $107,525-46.9% | $74,304-23.2% |
| Participation rate | 49.7% | 59.6%-9.9pp | 75.1%-25.4pp | 60.3%-10.7pp |
| Annual return | 17.37% | 23.52%-6.1pp | 181.32%-163.9pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,069 | $2,757-25.0% | $3,754-44.9% | $2,241-7.7% |
| Participant deferral / active EE | $4,687 | $3,554+31.9% | $5,116-8.4% | $3,767+24.4% |
| Admin fee / account holder | $15,926 | $3,727+327.4% | $8,919+78.6% | $2,969+436.5% |