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 | $42,086 | $58,208-27.7% | $81,812-48.6% | $80,856-47.9% |
| Participation rate | 61.4% | 63.4%-2.1pp | 72.3%-11.0pp | 67.6%-6.3pp |
| Annual return | 14.91% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,874 | $2,340-19.9% | $2,912-35.6% | $2,755-32.0% |
| Participant deferral / active EE | $4,156 | $3,281+26.7% | $4,319-3.8% | $4,296-3.3% |
| Admin fee / account holder | $19,763 | $4,981+296.7% | $7,386+167.6% | $6,918+185.7% |