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 | $38,629 | $51,638-25.2% | $68,368-43.5% | $82,448-53.1% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 14.12% | 37.53%-23.4pp | 292.57%-278.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,694 | $2,047-17.2% | $2,649-36.0% | $2,551-33.6% |
| Participant deferral / active EE | $2,972 | $2,914+2.0% | $4,123-27.9% | $4,139-28.2% |
| Admin fee / account holder | $2,117 | $4,643-54.4% | $5,150-58.9% | $7,234-70.7% |