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 | $61,944 | $81,233-23.7% | $155,567-60.2% | $80,874-23.4% |
| Participation rate | 61.7% | 66.2%-4.6pp | 78.2%-16.5pp | 67.6%-6.0pp |
| Annual return | 11.19% | 33.33%-22.1pp | 64.74%-53.5pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,741 | $3,101-43.8% | $4,674-62.7% | $2,756-36.8% |
| Participant deferral / active EE | $10,535 | $3,452+205.2% | $5,628+87.2% | $4,297+145.2% |
| Admin fee / account holder | $28,636 | $7,998+258.1% | $15,916+79.9% | $6,935+312.9% |