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 | $37,407 | $65,365-42.8% | $92,893-59.7% | $72,985-48.7% |
| Participation rate | 51.9% | 68.3%-16.4pp | 76.0%-24.1pp | 69.5%-17.6pp |
| Annual return | 18.64% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,985 | $2,594-23.5% | $3,653-45.6% | $2,440-18.6% |
| Participant deferral / active EE | $4,231 | $3,128+35.2% | $4,236-0.1% | $3,607+17.3% |
| Admin fee / account holder | $19,150 | $4,251+350.4% | $5,794+230.5% | $5,124+273.7% |