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 | $62,951 | $107,334-41.4% | $92,893-32.2% | $152,861-58.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 13.76% | 145.58%-131.8pp | 109.41%-95.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $6,862 | $4,221+62.6% | $3,653+87.9% | $4,762+44.1% |
| Participant deferral / active EE | $2,344 | $4,845-51.6% | $4,236-44.7% | $5,850-59.9% |
| Admin fee / account holder | $21,170 | $7,079+199.0% | $5,794+265.4% | $11,596+82.6% |