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 | $58,798 | $77,899-24.5% | $149,673-60.7% | $75,163-21.8% |
| Participation rate | 54.5% | 65.6%-11.0pp | 78.8%-24.2pp | 67.2%-12.6pp |
| Annual return | 16.65% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,546 | $3,137-50.7% | $4,818-67.9% | $2,670-42.1% |
| Participant deferral / active EE | $2,136 | $3,411-37.4% | $5,680-62.4% | $4,125-48.2% |
| Admin fee / account holder | $7,993 | $5,956+34.2% | $13,210-39.5% | $5,651+41.4% |