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 | $40,325 | $84,233-52.1% | $170,442-76.3% | $70,131-42.5% |
| Participation rate | 58.5% | 70.8%-12.3pp | 83.6%-25.1pp | 69.5%-11.0pp |
| Annual return | 15.57% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,968 | $3,387-41.9% | $5,433-63.8% | $2,342-16.0% |
| Participant deferral / active EE | $3,550 | $3,086+15.0% | $4,939-28.1% | $3,332+6.5% |
| Admin fee / account holder | $14,759 | $5,698+159.0% | $13,880+6.3% | $4,645+217.7% |