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 | $57,535 | $100,923-43.0% | $150,045-61.7% | $74,304-22.6% |
| Participation rate | 58.4% | 70.1%-11.7pp | 82.3%-23.9pp | 60.3%-2.0pp |
| Annual return | 27.41% | 51.77%-24.4pp | 62.55%-35.1pp | 29.43%-2.0pp |
| Employer contribution / active EE | $1,969 | $3,463-43.2% | $4,693-58.0% | $2,241-12.2% |
| Participant deferral / active EE | $4,259 | $6,709-36.5% | $7,997-46.7% | $3,767+13.0% |
| Admin fee / account holder | $5,761 | $2,767+108.2% | $13,435-57.1% | $2,969+94.0% |