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 | $62,229 | $63,114-1.4% | $92,893-33.0% | $65,185-4.5% |
| Participation rate | 43.5% | 68.8%-25.3pp | 76.0%-32.5pp | 70.2%-26.7pp |
| Annual return | 25.53% | 28.75%-3.2pp | 109.41%-83.9pp | 29.38%-3.9pp |
| Employer contribution / active EE | $1,263 | $2,571-50.9% | $3,653-65.4% | $2,177-42.0% |
| Participant deferral / active EE | $2,430 | $3,108-21.8% | $4,236-42.6% | $3,514-30.8% |
| Admin fee / account holder | $2,410 | $624+286.5% | $5,794-58.4% | $847+184.5% |