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 | $41,816 | $60,795-31.2% | $69,455-39.8% | $65,185-35.8% |
| Participation rate | 25.5% | 74.9%-49.3pp | 74.6%-49.1pp | 70.2%-44.7pp |
| Annual return | 19.18% | 17.46%+1.7pp | 28.97%-9.8pp | 29.38%-10.2pp |
| Employer contribution / active EE | $1,331 | $2,452-45.7% | $2,779-52.1% | $2,177-38.8% |
| Participant deferral / active EE | $2,231 | $3,162-29.4% | $3,535-36.9% | $3,514-36.5% |
| Admin fee / account holder | $3,536 | $314+1027.3% | $3,839-7.9% | $847+317.4% |