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 | $38,781 | $72,277-46.3% | $101,248-61.7% | $79,858-51.4% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.1pp |
| Annual return | 12.70% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,678 | $2,692-37.6% | $3,660-54.1% | $2,471-32.1% |
| Participant deferral / active EE | $2,946 | $3,282-10.2% | $4,370-32.6% | $3,740-21.2% |
| Admin fee / account holder | $10,908 | $4,400+147.9% | $5,945+83.5% | $5,306+105.6% |