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 | $73,304 | $78,485-6.6% | $106,213-31.0% | $74,495-1.6% |
| Participation rate | 51.9% | 72.8%-20.9pp | 75.3%-23.4pp | 67.2%-15.3pp |
| Annual return | 15.91% | 15.95%0pp | 116.14%-100.2pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,534 | $2,523-39.2% | $3,171-51.6% | $2,623-41.5% |
| Participant deferral / active EE | $2,267 | $4,322-47.6% | $5,016-54.8% | $4,346-47.8% |
| Admin fee / account holder | $6,578 | $2,232+194.7% | $11,033-40.4% | $1,942+238.8% |