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 | $49,444 | $83,337-40.7% | $67,834-27.1% | $273,961-82.0% |
| Participation rate | 42.1% | 76.4%-34.3pp | 68.8%-26.7pp | 83.0%-40.9pp |
| Annual return | 6.34% | 259.45%-253.1pp | 138.47%-132.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,236 | $3,287-32.0% | $2,403-7.0% | $4,869-54.1% |
| Participant deferral / active EE | $2,555 | $4,088-37.5% | $3,160-19.2% | $5,287-51.7% |
| Admin fee / account holder | $9,551 | $6,752+41.5% | $4,622+106.6% | $10,132-5.7% |