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 | $58,602 | $76,670-23.6% | $96,683-39.4% | $71,457-18.0% |
| Participation rate | 55.0% | 66.6%-11.5pp | 74.3%-19.3pp | 67.9%-12.9pp |
| Annual return | 41.33% | 48.29%-7.0pp | 35.69%+5.6pp | 28.85%+12.5pp |
| Employer contribution / active EE | $2,642 | $3,031-12.8% | $3,737-29.3% | $2,588+2.1% |
| Participant deferral / active EE | $4,883 | $3,771+29.5% | $4,878+0.1% | $4,289+13.9% |
| Admin fee / account holder | $4,871 | $2,028+140.2% | $6,730-27.6% | $1,587+206.9% |