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 | $24,160 | $55,706-56.6% | $75,886-68.2% | $72,985-66.9% |
| Participation rate | 39.7% | 61.1%-21.4pp | 69.3%-29.5pp | 69.5%-29.7pp |
| Annual return | 23.55% | 27.59%-4.0pp | 30.76%-7.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,779 | $1,687+5.5% | $2,500-28.8% | $2,440-27.1% |
| Participant deferral / active EE | $2,049 | $2,634-22.2% | $3,603-43.1% | $3,607-43.2% |
| Admin fee / account holder | $2,646 | $3,978-33.5% | $5,418-51.2% | $5,124-48.4% |