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 | $65,169 | $87,013-25.1% | $106,213-38.6% | $80,856-19.4% |
| Participation rate | 55.4% | 70.4%-15.1pp | 75.3%-19.9pp | 67.6%-12.3pp |
| Annual return | 11.53% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $888 | $2,395-62.9% | $3,171-72.0% | $2,755-67.8% |
| Participant deferral / active EE | $2,828 | $3,986-29.0% | $5,016-43.6% | $4,296-34.2% |
| Admin fee / account holder | $12,519 | $8,431+48.5% | $11,033+13.5% | $6,918+81.0% |