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 | $63,831 | $69,362-8.0% | $101,248-37.0% | $73,488-13.1% |
| Participation rate | 42.3% | 68.4%-26.0pp | 75.8%-33.5pp | 70.7%-28.3pp |
| Annual return | 18.23% | 18.46%-0.2pp | 46.47%-28.2pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,225 | $2,628-53.4% | $3,660-66.5% | $2,270-46.0% |
| Participant deferral / active EE | $2,539 | $3,300-23.1% | $4,370-41.9% | $3,740-32.1% |
| Admin fee / account holder | $10,407 | $704+1379.2% | $5,945+75.0% | $513+1928.4% |