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 | $54,679 | $112,881-51.6% | $90,951-39.9% | $158,922-65.6% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 6.89% | 215.79%-208.9pp | 134.60%-127.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,570 | $2,893-45.7% | $2,122-26.0% | $4,761-67.0% |
| Participant deferral / active EE | $4,903 | $4,128+18.8% | $3,373+45.4% | $5,982-18.0% |
| Admin fee / account holder | $11,028 | $8,041+37.2% | $5,959+85.1% | $11,246-1.9% |