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 | $59,511 | $78,705-24.4% | $117,854-49.5% | $70,131-15.1% |
| Participation rate | 64.8% | 73.2%-8.4pp | 79.7%-14.9pp | 69.5%-4.8pp |
| Annual return | 18.41% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,564 | $2,223+15.3% | $3,786-32.3% | $2,342+9.5% |
| Participant deferral / active EE | $3,976 | $3,297+20.6% | $4,482-11.3% | $3,332+19.3% |
| Admin fee / account holder | $8,679 | $5,065+71.3% | $8,020+8.2% | $4,645+86.8% |