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 8-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 | $60,196 | $77,813-22.6% | $123,544-51.3% | $64,186-6.2% |
| Participation rate | 59.6% | 74.7%-15.1pp | 82.3%-22.7pp | 69.6%-10.0pp |
| Annual return | 29.35% | 12.48%+16.9pp | 119.20%-89.8pp | 7.63%+21.7pp |
| Employer contribution / active EE | $2,303 | $3,014-23.6% | $4,628-50.2% | $2,381-3.3% |
| Participant deferral / active EE | $3,785 | $5,240-27.8% | $6,426-41.1% | $3,470+9.1% |
| Admin fee / account holder | $10,617 | $5,519+92.4% | $9,284+14.4% | $4,888+117.2% |