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 | $37,962 | $158,817-76.1% | $121,196-68.7% | $135,375-72.0% |
| Participation rate | 52.2% | 79.3%-27.1pp | 71.7%-19.6pp | 82.6%-30.5pp |
| Annual return | 18.26% | -0.64%+18.9pp | 16.93%+1.3pp | 519.73%-501.5pp |
| Employer contribution / active EE | $1,364 | $5,665-75.9% | $4,022-66.1% | $4,779-71.4% |
| Participant deferral / active EE | $1,638 | $4,005-59.1% | $3,344-51.0% | $5,609-70.8% |
| Admin fee / account holder | $12,057 | $6,512+85.1% | $5,019+140.2% | $10,827+11.4% |