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 | $61,512 | $89,753-31.5% | $107,525-42.8% | $84,808-27.5% |
| Participation rate | 58.6% | 68.1%-9.4pp | 75.1%-16.5pp | 68.3%-9.7pp |
| Annual return | 16.81% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,666 | $3,113-46.5% | $3,754-55.6% | $2,631-36.7% |
| Participant deferral / active EE | $3,001 | $4,056-26.0% | $5,116-41.3% | $4,212-28.7% |
| Admin fee / account holder | $2,505 | $7,222-65.3% | $8,919-71.9% | $7,344-65.9% |