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 | $47,622 | $78,422-39.3% | $95,952-50.4% | $79,858-40.4% |
| Participation rate | 61.5% | 73.5%-11.9pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 13.38% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,679 | $1,945-13.7% | $2,541-33.9% | $2,471-32.1% |
| Participant deferral / active EE | $3,593 | $3,440+4.5% | $4,167-13.8% | $3,740-3.9% |
| Admin fee / account holder | $29,554 | $5,622+425.7% | $6,795+334.9% | $5,306+457.0% |