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 | $31,832 | $91,190-65.1% | $178,490-82.2% | $79,858-60.1% |
| Participation rate | 41.9% | 69.2%-27.3pp | 81.9%-40.1pp | 69.6%-27.8pp |
| Annual return | 18.20% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,617 | $3,256-50.3% | $5,011-67.7% | $2,471-34.6% |
| Participant deferral / active EE | $2,622 | $3,236-19.0% | $5,202-49.6% | $3,740-29.9% |
| Admin fee / account holder | $5,419 | $6,751-19.7% | $13,984-61.3% | $5,306+2.1% |