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 | $30,448 | $78,422-61.2% | $95,952-68.3% | $79,858-61.9% |
| Participation rate | 47.8% | 73.5%-25.7pp | 77.1%-29.2pp | 69.6%-21.8pp |
| Annual return | 17.74% | 19.37%-1.6pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,125 | $1,945-42.2% | $2,541-55.7% | $2,471-54.5% |
| Participant deferral / active EE | $1,999 | $3,440-41.9% | $4,167-52.0% | $3,740-46.6% |
| Admin fee / account holder | $1,842 | $5,622-67.2% | $6,795-72.9% | $5,306-65.3% |