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 | $47,956 | $91,190-47.4% | $178,490-73.1% | $79,858-39.9% |
| Participation rate | 51.5% | 69.2%-17.7pp | 81.9%-30.5pp | 69.6%-18.2pp |
| Annual return | 14.89% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,864 | $3,256-42.7% | $5,011-62.8% | $2,471-24.5% |
| Participant deferral / active EE | $2,910 | $3,236-10.1% | $5,202-44.1% | $3,740-22.2% |
| Admin fee / account holder | $8,852 | $6,751+31.1% | $13,984-36.7% | $5,306+66.8% |