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 | $36,261 | $91,190-60.2% | $178,490-79.7% | $79,858-54.6% |
| Participation rate | 46.2% | 69.2%-23.0pp | 81.9%-35.8pp | 69.6%-23.5pp |
| Annual return | 17.05% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $950 | $3,256-70.8% | $5,011-81.0% | $2,471-61.6% |
| Participant deferral / active EE | $2,228 | $3,236-31.2% | $5,202-57.2% | $3,740-40.4% |
| Admin fee / account holder | $30,471 | $6,751+351.3% | $13,984+117.9% | $5,306+474.2% |