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 | $61,633 | $86,944-29.1% | $107,525-42.7% | $74,304-17.1% |
| Participation rate | 37.3% | 59.6%-22.2pp | 75.1%-37.8pp | 60.3%-23.0pp |
| Annual return | 14.77% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,465 | $2,757-46.9% | $3,754-61.0% | $2,241-34.6% |
| Participant deferral / active EE | $2,436 | $3,554-31.5% | $5,116-52.4% | $3,767-35.3% |
| Admin fee / account holder | $5,611 | $3,727+50.6% | $8,919-37.1% | $2,969+89.0% |