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 | $69,843 | $91,190-23.4% | $178,490-60.9% | $79,858-12.5% |
| Participation rate | 22.5% | 69.2%-46.7pp | 81.9%-59.4pp | 69.6%-47.1pp |
| Annual return | 12.90% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $814 | $3,256-75.0% | $5,011-83.8% | $2,471-67.1% |
| Participant deferral / active EE | $1,192 | $3,236-63.2% | $5,202-77.1% | $3,740-68.1% |
| Admin fee / account holder | $16,278 | $6,751+141.1% | $13,984+16.4% | $5,306+206.8% |