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 | $72,380 | $105,181-31.2% | $159,436-54.6% | $85,850-15.7% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.8%-16.6pp | 69.3%-3.1pp |
| Annual return | 21.12% | 45.07%-24.0pp | 263.57%-242.4pp | 318.53%-297.4pp |
| Employer contribution / active EE | $1,221 | $3,318-63.2% | $4,829-74.7% | $2,565-52.4% |
| Participant deferral / active EE | $5,225 | $5,945-12.1% | $7,352-28.9% | $3,952+32.2% |
| Admin fee / account holder | $15,329 | $6,933+121.1% | $10,799+42.0% | $6,260+144.9% |