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 | $63,415 | $86,944-27.1% | $107,525-41.0% | $74,304-14.7% |
| Participation rate | 32.8% | 59.6%-26.8pp | 75.1%-42.3pp | 60.3%-27.5pp |
| Annual return | 14.77% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,141 | $2,757-58.6% | $3,754-69.6% | $2,241-49.1% |
| Participant deferral / active EE | $1,633 | $3,554-54.1% | $5,116-68.1% | $3,767-56.7% |
| Admin fee / account holder | $3,326 | $3,727-10.7% | $8,919-62.7% | $2,969+12.0% |