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 | $94,562 | $162,781-41.9% | $133,956-29.4% | $158,922-40.5% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 6.07% | 41.94%-35.9pp | 45.09%-39.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,414 | $4,975-51.5% | $3,919-38.4% | $4,761-49.3% |
| Participant deferral / active EE | $4,797 | $5,911-18.8% | $5,048-5.0% | $5,982-19.8% |
| Admin fee / account holder | $25,666 | $11,736+118.7% | $8,927+187.5% | $11,246+128.2% |