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 | $56,317 | $95,416-41.0% | $185,823-69.7% | $85,850-34.4% |
| Participation rate | 58.6% | 68.8%-10.1pp | 81.7%-23.1pp | 69.3%-10.7pp |
| Annual return | 13.12% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,747 | $3,314-17.1% | $5,167-46.8% | $2,565+7.1% |
| Participant deferral / active EE | $3,849 | $3,423+12.4% | $5,568-30.9% | $3,952-2.6% |
| Admin fee / account holder | $350 | $7,213-95.1% | $16,237-97.8% | $6,260-94.4% |