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 | $51,476 | $58,523-12.0% | $99,443-48.2% | $72,985-29.5% |
| Participation rate | 58.1% | 64.6%-6.6pp | 73.8%-15.8pp | 69.5%-11.4pp |
| Annual return | 17.69% | 28.51%-10.8pp | 30.72%-13.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,064 | $1,512-29.7% | $2,540-58.1% | $2,440-56.4% |
| Participant deferral / active EE | $1,545 | $2,606-40.7% | $3,619-57.3% | $3,607-57.2% |
| Admin fee / account holder | $9,805 | $4,102+139.0% | $6,250+56.9% | $5,124+91.3% |