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 | $37,500 | $91,190-58.9% | $178,490-79.0% | $79,858-53.0% |
| Participation rate | 60.7% | 69.2%-8.5pp | 81.9%-21.2pp | 69.6%-8.9pp |
| Annual return | 16.26% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,715 | $3,256-47.3% | $5,011-65.8% | $2,471-30.6% |
| Participant deferral / active EE | $2,435 | $3,236-24.7% | $5,202-53.2% | $3,740-34.9% |
| Admin fee / account holder | $1,129 | $6,751-83.3% | $13,984-91.9% | $5,306-78.7% |