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 | $52,264 | $76,050-31.3% | $96,544-45.9% | $71,457-26.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 76.0%-26.0pp | 67.9%-17.9pp |
| Annual return | 14.80% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,279 | $2,244-43.0% | $2,965-56.9% | $2,588-50.6% |
| Participant deferral / active EE | $2,558 | $4,215-39.3% | $4,851-47.3% | $4,289-40.4% |
| Admin fee / account holder | $3,996 | $2,707+47.6% | $8,252-51.6% | $1,587+151.7% |