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 | $58,904 | $65,395-9.9% | $182,532-67.7% | $72,985-19.3% |
| Participation rate | 44.2% | 65.4%-21.3pp | 78.0%-33.8pp | 69.5%-25.3pp |
| Annual return | 23.26% | 27.68%-4.4pp | 148.54%-125.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $652 | $1,911-65.9% | $4,076-84.0% | $2,440-73.3% |
| Participant deferral / active EE | $1,268 | $3,563-64.4% | $5,524-77.0% | $3,607-64.8% |
| Admin fee / account holder | $16,734 | $4,245+294.2% | $8,592+94.8% | $5,124+226.6% |