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 | $36,714 | $81,460-54.9% | $103,333-64.5% | $80,856-54.6% |
| Participation rate | 53.7% | 66.8%-13.2pp | 74.5%-20.9pp | 67.6%-14.0pp |
| Annual return | 11.90% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,788 | $3,105-42.4% | $3,868-53.8% | $2,755-35.1% |
| Participant deferral / active EE | $2,622 | $3,869-32.2% | $5,057-48.2% | $4,296-39.0% |
| Admin fee / account holder | $10,937 | $6,566+66.6% | $8,355+30.9% | $6,918+58.1% |