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 | $59,028 | $85,202-30.7% | $172,739-65.8% | $72,985-19.1% |
| Participation rate | 34.5% | 70.1%-35.6pp | 82.6%-48.2pp | 69.5%-35.0pp |
| Annual return | 18.10% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $518 | $3,324-84.4% | $5,143-89.9% | $2,440-78.8% |
| Participant deferral / active EE | $1,926 | $3,260-40.9% | $5,198-63.0% | $3,607-46.6% |
| Admin fee / account holder | $45,051 | $5,884+665.7% | $13,954+222.9% | $5,124+779.2% |