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 | $50,698 | $51,638-1.8% | $68,368-25.8% | $82,448-38.5% |
| Participation rate | 46.2% | 63.6%-17.5pp | 73.8%-27.6pp | 68.1%-21.9pp |
| Annual return | 14.29% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,046 | $2,047-48.9% | $2,649-60.5% | $2,551-59.0% |
| Participant deferral / active EE | $2,137 | $2,914-26.7% | $4,123-48.2% | $4,139-48.4% |
| Admin fee / account holder | $5,857 | $4,643+26.1% | $5,150+13.7% | $7,234-19.0% |