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 | $29,691 | $53,127-44.1% | $86,590-65.7% | $70,131-57.7% |
| Participation rate | 53.6% | 65.3%-11.7pp | 73.5%-20.0pp | 69.5%-16.0pp |
| Annual return | 14.80% | 27.66%-12.9pp | 964.84%-950.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,277 | $2,068-38.2% | $2,839-55.0% | $2,342-45.5% |
| Participant deferral / active EE | $3,364 | $2,696+24.8% | $3,609-6.8% | $3,332+1.0% |
| Admin fee / account holder | $9,898 | $3,585+176.1% | $4,906+101.8% | $4,645+113.1% |