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 | $53,043 | $65,365-18.9% | $92,893-42.9% | $72,985-27.3% |
| Participation rate | 67.9% | 68.3%-0.5pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 22.46% | 42.10%-19.6pp | 109.41%-87.0pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,175 | $2,594-16.1% | $3,653-40.4% | $2,440-10.8% |
| Participant deferral / active EE | $5,059 | $3,128+61.7% | $4,236+19.4% | $3,607+40.2% |
| Admin fee / account holder | $8,579 | $4,251+101.8% | $5,794+48.1% | $5,124+67.4% |