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 | $63,781 | $88,581-28.0% | $145,661-56.2% | $74,304-14.2% |
| Participation rate | 55.0% | 64.9%-10.0pp | 77.2%-22.3pp | 60.3%-5.4pp |
| Annual return | 17.78% | 34.30%-16.5pp | 101.46%-83.7pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,129 | $2,612-56.8% | $4,238-73.4% | $2,241-49.6% |
| Participant deferral / active EE | $3,660 | $4,151-11.8% | $7,198-49.2% | $3,767-2.9% |
| Admin fee / account holder | $16,719 | $2,953+466.1% | $12,466+34.1% | $2,969+463.1% |