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 | $68,606 | $89,753-23.6% | $107,525-36.2% | $84,808-19.1% |
| Participation rate | 58.8% | 68.1%-9.2pp | 75.1%-16.3pp | 68.3%-9.5pp |
| Annual return | 17.28% | 29.48%-12.2pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,060 | $3,113-66.0% | $3,754-71.8% | $2,631-59.7% |
| Participant deferral / active EE | $1,813 | $4,056-55.3% | $5,116-64.6% | $4,212-56.9% |
| Admin fee / account holder | $11,894 | $7,222+64.7% | $8,919+33.4% | $7,344+62.0% |