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 | $76,796 | $85,766-10.5% | $136,294-43.7% | $70,131+9.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 17.71% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,473 | $2,966-50.3% | $4,695-68.6% | $2,342-37.1% |
| Participant deferral / active EE | $3,589 | $5,051-29.0% | $6,247-42.6% | $3,332+7.7% |
| Admin fee / account holder | $10,029 | $5,420+85.0% | $9,243+8.5% | $4,645+115.9% |