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 | $69,453 | $91,407-24.0% | $135,903-48.9% | $71,457-2.8% |
| Participation rate | 42.9% | 75.7%-32.7pp | 81.9%-39.0pp | 67.9%-25.0pp |
| Annual return | 26.36% | 29.90%-3.5pp | 68.23%-41.9pp | 28.85%-2.5pp |
| Employer contribution / active EE | $1,734 | $3,703-53.2% | $4,856-64.3% | $2,588-33.0% |
| Participant deferral / active EE | $5,084 | $7,092-28.3% | $7,758-34.5% | $4,289+18.6% |
| Admin fee / account holder | $3,105 | $1,266+145.3% | $10,762-71.2% | $1,587+95.6% |