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 | $63,305 | $105,181-39.8% | $159,436-60.3% | $85,850-26.3% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.8%-20.7pp | 69.3%-7.2pp |
| Annual return | 13.90% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,339 | $3,318-59.6% | $4,829-72.3% | $2,565-47.8% |
| Participant deferral / active EE | $4,044 | $5,945-32.0% | $7,352-45.0% | $3,952+2.3% |
| Admin fee / account holder | $12,823 | $6,933+84.9% | $10,799+18.7% | $6,260+104.8% |