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 | $63,775 | $71,050-10.2% | $93,606-31.9% | $80,856-21.1% |
| Participation rate | 50.7% | 60.4%-9.7pp | 68.7%-18.0pp | 67.6%-16.9pp |
| Annual return | 19.68% | 11.26%+8.4pp | 133.20%-113.5pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,325 | $1,564-15.2% | $2,420-45.2% | $2,755-51.9% |
| Participant deferral / active EE | $2,848 | $4,034-29.4% | $4,411-35.4% | $4,296-33.7% |
| Admin fee / account holder | $18,520 | $6,945+166.7% | $8,285+123.5% | $6,918+167.7% |