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 | $53,516 | $86,944-38.4% | $107,525-50.2% | $74,304-28.0% |
| Participation rate | 28.5% | 59.6%-31.1pp | 75.1%-46.6pp | 60.3%-31.9pp |
| Annual return | 14.50% | 23.52%-9.0pp | 181.32%-166.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,160 | $2,757-57.9% | $3,754-69.1% | $2,241-48.2% |
| Participant deferral / active EE | $2,002 | $3,554-43.7% | $5,116-60.9% | $3,767-46.9% |
| Admin fee / account holder | $4,349 | $3,727+16.7% | $8,919-51.2% | $2,969+46.5% |