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 | $55,519 | $106,584-47.9% | $101,326-45.2% | $142,382-61.0% |
| Participation rate | 20.0% | 82.7%-62.7pp | 81.5%-61.5pp | 80.1%-60.1pp |
| Annual return | 13.61% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,480 | $3,956-62.6% | $3,665-59.6% | $4,299-65.6% |
| Participant deferral / active EE | $4,216 | $8,297-49.2% | $7,994-47.3% | $6,507-35.2% |
| Admin fee / account holder | $666 | $11,446-94.2% | $11,185-94.0% | $12,624-94.7% |