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 | $38,606 | $59,839-35.5% | $81,983-52.9% | $79,858-51.7% |
| Participation rate | 48.0% | 61.6%-13.6pp | 69.2%-21.2pp | 69.6%-21.6pp |
| Annual return | 18.38% | 17.56%+0.8pp | 41.31%-22.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,158 | $1,713-32.4% | $2,498-53.6% | $2,471-53.1% |
| Participant deferral / active EE | $2,865 | $2,695+6.3% | $3,722-23.0% | $3,740-23.4% |
| Admin fee / account holder | $43,740 | $4,287+920.2% | $5,664+672.3% | $5,306+724.3% |