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 | $64,632 | $77,314-16.4% | $177,989-63.7% | $80,856-20.1% |
| Participation rate | 50.6% | 65.7%-15.1pp | 77.1%-26.5pp | 67.6%-17.1pp |
| Annual return | 13.09% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,321 | $2,292-42.4% | $3,949-66.5% | $2,755-52.0% |
| Participant deferral / active EE | $2,588 | $4,411-41.3% | $6,276-58.8% | $4,296-39.8% |
| Admin fee / account holder | $7,619 | $7,191+6.0% | $10,363-26.5% | $6,918+10.1% |