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 | $55,170 | $94,625-41.7% | $116,228-52.5% | $84,808-34.9% |
| Participation rate | 64.9% | 70.4%-5.6pp | 74.6%-9.7pp | 68.3%-3.4pp |
| Annual return | 13.03% | 20.40%-7.4pp | 90.06%-77.0pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,024 | $2,347-56.4% | $2,994-65.8% | $2,631-61.1% |
| Participant deferral / active EE | $3,111 | $3,972-21.7% | $4,953-37.2% | $4,212-26.1% |
| Admin fee / account holder | $32,051 | $10,091+217.6% | $11,989+167.3% | $7,344+336.4% |