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 | $54,339 | $105,181-48.3% | $159,436-65.9% | $85,850-36.7% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.8%-14.4pp | 69.3%-0.9pp |
| Annual return | 18.23% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $3,092 | $3,318-6.8% | $4,829-36.0% | $2,565+20.5% |
| Participant deferral / active EE | $6,450 | $5,945+8.5% | $7,352-12.3% | $3,952+63.2% |
| Admin fee / account holder | $3,020 | $6,933-56.4% | $10,799-72.0% | $6,260-51.8% |