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 | $63,315 | $91,190-30.6% | $178,490-64.5% | $79,858-20.7% |
| Participation rate | 61.0% | 69.2%-8.2pp | 81.9%-20.9pp | 69.6%-8.7pp |
| Annual return | 14.38% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,332 | $3,256-28.4% | $5,011-53.5% | $2,471-5.6% |
| Participant deferral / active EE | $3,848 | $3,236+18.9% | $5,202-26.0% | $3,740+2.9% |
| Admin fee / account holder | $1,112 | $6,751-83.5% | $13,984-92.0% | $5,306-79.0% |