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 | $30,524 | $46,553-34.4% | $64,056-52.3% | $75,163-59.4% |
| Participation rate | 58.6% | 65.9%-7.3pp | 72.3%-13.7pp | 67.2%-8.6pp |
| Annual return | 17.32% | 26.03%-8.7pp | 33.69%-16.4pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,086 | $1,974+5.7% | $2,747-24.1% | $2,670-21.9% |
| Participant deferral / active EE | $1,935 | $2,837-31.8% | $3,880-50.1% | $4,125-53.1% |
| Admin fee / account holder | $15,036 | $2,952+409.3% | $3,068+390.1% | $5,651+166.1% |