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 | $75,217 | $91,190-17.5% | $178,490-57.9% | $79,858-5.8% |
| Participation rate | 55.9% | 69.2%-13.3pp | 81.9%-26.0pp | 69.6%-13.7pp |
| Annual return | 13.40% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,349 | $3,256-58.6% | $5,011-73.1% | $2,471-45.4% |
| Participant deferral / active EE | $2,166 | $3,236-33.1% | $5,202-58.4% | $3,740-42.1% |
| Admin fee / account holder | $7,049 | $6,751+4.4% | $13,984-49.6% | $5,306+32.8% |