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 | $64,804 | $94,625-31.5% | $116,228-44.2% | $84,808-23.6% |
| Participation rate | 57.3% | 70.4%-13.1pp | 74.6%-17.2pp | 68.3%-11.0pp |
| Annual return | 14.18% | 20.40%-6.2pp | 90.06%-75.9pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,531 | $2,347-34.7% | $2,994-48.9% | $2,631-41.8% |
| Participant deferral / active EE | $2,833 | $3,972-28.7% | $4,953-42.8% | $4,212-32.7% |
| Admin fee / account holder | $10,124 | $10,091+0.3% | $11,989-15.6% | $7,344+37.9% |