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 | $36,451 | $77,899-53.2% | $149,673-75.6% | $75,163-51.5% |
| Participation rate | 62.5% | 65.6%-3.1pp | 78.8%-16.3pp | 67.2%-4.7pp |
| Annual return | 29.49% | 31.72%-2.2pp | 134.42%-104.9pp | 160.62%-131.1pp |
| Employer contribution / active EE | $7,275 | $3,137+131.9% | $4,818+51.0% | $2,670+172.5% |
| Participant deferral / active EE | $9,577 | $3,411+180.8% | $5,680+68.6% | $4,125+132.2% |
| Admin fee / account holder | $5,835 | $5,956-2.0% | $13,210-55.8% | $5,651+3.3% |