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 | $61,380 | $88,707-30.8% | $74,183-17.3% | $273,961-77.6% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 9.16% | 11.94%-2.8pp | 17.74%-8.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,840 | $3,159-41.8% | $2,370-22.4% | $4,869-62.2% |
| Participant deferral / active EE | $5,486 | $4,212+30.3% | $3,550+54.6% | $5,287+3.8% |
| Admin fee / account holder | $509 | $8,717-94.2% | $5,586-90.9% | $10,132-95.0% |