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 | $82,650 | $176,377-53.1% | $134,143-38.4% | $158,922-48.0% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 5.31% | 63.63%-58.3pp | 36.33%-31.0pp | 302.83%-297.5pp |
| Employer contribution / active EE | $1,579 | $5,040-68.7% | $3,704-57.4% | $4,761-66.8% |
| Participant deferral / active EE | $3,350 | $4,091-18.1% | $3,499-4.3% | $5,982-44.0% |
| Admin fee / account holder | $18,711 | $8,718+114.6% | $6,684+179.9% | $11,246+66.4% |