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 | $33,798 | $118,450-71.5% | $98,439-65.7% | $139,434-75.8% |
| Participation rate | 61.9% | 77.4%-15.5pp | 75.2%-13.3pp | 80.3%-18.4pp |
| Annual return | 11.19% | 18.94%-7.8pp | 21.16%-10.0pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,349 | $3,609-62.6% | $3,048-55.7% | $4,751-71.6% |
| Participant deferral / active EE | $2,769 | $5,392-48.6% | $4,738-41.6% | $6,710-58.7% |
| Admin fee / account holder | $18,466 | $14,026+31.7% | $8,948+106.4% | $11,403+61.9% |