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 | $23,860 | $112,881-78.9% | $90,951-73.8% | $158,922-85.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 9.39% | 215.79%-206.4pp | 134.60%-125.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,566 | $2,893-11.3% | $2,122+20.9% | $4,761-46.1% |
| Participant deferral / active EE | $4,785 | $4,128+15.9% | $3,373+41.9% | $5,982-20.0% |
| Admin fee / account holder | $11,687 | $8,041+45.3% | $5,959+96.1% | $11,246+3.9% |