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 | $58,250 | $66,098-11.9% | $101,794-42.8% | $74,304-21.6% |
| Participation rate | 31.2% | 53.8%-22.6pp | 69.2%-38.0pp | 60.3%-29.1pp |
| Annual return | 30.66% | 19.59%+11.1pp | 30.53%+0.1pp | 29.43%+1.2pp |
| Employer contribution / active EE | $1,613 | $1,082+49.1% | $2,289-29.5% | $2,241-28.0% |
| Participant deferral / active EE | $2,730 | $2,781-1.9% | $4,084-33.2% | $3,767-27.5% |
| Admin fee / account holder | $11,809 | $4,146+184.8% | $8,777+34.5% | $2,969+297.8% |