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 | $50,366 | $56,423-10.7% | $77,163-34.7% | $71,457-29.5% |
| Participation rate | 50.5% | 64.3%-13.8pp | 69.6%-19.1pp | 67.9%-17.4pp |
| Annual return | 19.10% | 19.05%+0.1pp | 37.87%-18.8pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,640 | $1,866-12.1% | $2,535-35.3% | $2,588-36.6% |
| Participant deferral / active EE | $2,991 | $3,142-4.8% | $3,833-22.0% | $4,289-30.3% |
| Admin fee / account holder | $4,769 | $1,429+233.8% | $5,472-12.8% | $1,587+200.5% |