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 | $45,711 | $48,364-5.5% | $71,796-36.3% | $62,891-27.3% |
| Participation rate | 37.8% | 60.6%-22.8pp | 69.1%-31.3pp | 69.3%-31.5pp |
| Annual return | 6.44% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $891 | $1,042-14.4% | $1,924-53.7% | $2,281-60.9% |
| Participant deferral / active EE | $2,311 | $2,091+10.5% | $2,794-17.3% | $3,203-27.9% |
| Admin fee / account holder | $6,873 | $3,771+82.2% | $4,815+42.7% | $4,296+60.0% |