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 5-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 | $71,251 | $86,944-18.0% | $107,525-33.7% | $74,304-4.1% |
| Participation rate | 37.7% | 59.6%-21.9pp | 75.1%-37.4pp | 60.3%-22.7pp |
| Annual return | 25.08% | 23.52%+1.6pp | 181.32%-156.2pp | 29.43%-4.3pp |
| Employer contribution / active EE | $1,350 | $2,757-51.0% | $3,754-64.0% | $2,241-39.8% |
| Participant deferral / active EE | $2,561 | $3,554-27.9% | $5,116-49.9% | $3,767-32.0% |
| Admin fee / account holder | $9,160 | $3,727+145.8% | $8,919+2.7% | $2,969+208.5% |