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 | $54,540 | $80,968-32.6% | $96,544-43.5% | $75,163-27.4% |
| Participation rate | 64.9% | 71.8%-6.9pp | 76.0%-11.1pp | 67.2%-2.3pp |
| Annual return | 22.41% | 27.06%-4.7pp | 25.84%-3.4pp | 160.62%-138.2pp |
| Employer contribution / active EE | $759 | $2,282-66.8% | $2,965-74.4% | $2,670-71.6% |
| Participant deferral / active EE | $2,472 | $3,928-37.1% | $4,851-49.0% | $4,125-40.1% |
| Admin fee / account holder | $40,558 | $6,724+503.2% | $8,252+391.5% | $5,651+617.7% |