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 | $55,205 | $76,367-27.7% | $93,606-41.0% | $72,985-24.4% |
| Participation rate | 53.2% | 71.7%-18.6pp | 75.8%-22.6pp | 69.5%-16.3pp |
| Annual return | 20.81% | 25.82%-5.0pp | 32.76%-12.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,184 | $2,275-48.0% | $2,718-56.5% | $2,440-51.5% |
| Participant deferral / active EE | $1,722 | $3,538-51.3% | $4,069-57.7% | $3,607-52.3% |
| Admin fee / account holder | $34,238 | $6,838+400.7% | $7,888+334.0% | $5,124+568.1% |