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 | $59,948 | $71,192-15.8% | $117,854-49.1% | $62,292-3.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 18.30% | 18.66%-0.4pp | 335.08%-316.8pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,211 | $1,934-37.4% | $3,786-68.0% | $2,042-40.7% |
| Participant deferral / active EE | $3,591 | $3,189+12.6% | $4,482-19.9% | $3,169+13.3% |
| Admin fee / account holder | $3,960 | $587+574.3% | $8,020-50.6% | $479+726.1% |