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 | $61,560 | $68,547-10.2% | $120,354-48.9% | $80,856-23.9% |
| Participation rate | 47.8% | 61.6%-13.8pp | 71.9%-24.1pp | 67.6%-19.8pp |
| Annual return | 12.64% | 23.60%-11.0pp | 107.15%-94.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,251 | $2,051-39.0% | $3,463-63.9% | $2,755-54.6% |
| Participant deferral / active EE | $3,095 | $3,173-2.5% | $4,991-38.0% | $4,296-28.0% |
| Admin fee / account holder | $27,076 | $5,732+372.4% | $9,423+187.3% | $6,918+291.4% |