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 | $61,732 | $63,346-2.5% | $92,233-33.1% | $70,131-12.0% |
| Participation rate | 67.6% | 68.7%-1.0pp | 76.5%-8.8pp | 69.5%-1.9pp |
| Annual return | 17.24% | 530.12%-512.9pp | 176.28%-159.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,239 | $2,471-49.9% | $3,679-66.3% | $2,342-47.1% |
| Participant deferral / active EE | $6,743 | $2,854+136.3% | $3,897+73.0% | $3,332+102.4% |
| Admin fee / account holder | $6,976 | $3,840+81.7% | $5,194+34.3% | $4,645+50.2% |