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 | $47,925 | $84,233-43.1% | $170,442-71.9% | $70,131-31.7% |
| Participation rate | 28.0% | 70.8%-42.8pp | 83.6%-55.6pp | 69.5%-41.5pp |
| Annual return | 19.11% | 23.06%-3.9pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,533 | $3,387-54.7% | $5,433-71.8% | $2,342-34.6% |
| Participant deferral / active EE | $2,715 | $3,086-12.0% | $4,939-45.0% | $3,332-18.5% |
| Admin fee / account holder | $10,123 | $5,698+77.7% | $13,880-27.1% | $4,645+117.9% |