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 | $63,842 | $78,672-18.9% | $109,143-41.5% | $85,850-25.6% |
| Participation rate | 56.1% | 68.3%-12.2pp | 75.9%-19.8pp | 69.3%-13.2pp |
| Annual return | 11.45% | 25.09%-13.6pp | 25.75%-14.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,863 | $2,735-31.9% | $3,722-49.9% | $2,565-27.4% |
| Participant deferral / active EE | $3,995 | $3,467+15.2% | $4,653-14.1% | $3,952+1.1% |
| Admin fee / account holder | $16,981 | $5,469+210.5% | $6,752+151.5% | $6,260+171.3% |