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 | $60,678 | $69,977-13.3% | $108,579-44.1% | $62,891-3.5% |
| Participation rate | 66.2% | 72.9%-6.7pp | 79.6%-13.4pp | 69.3%-3.1pp |
| Annual return | 14.14% | 10.73%+3.4pp | -51.70%+65.8pp | 20.14%-6.0pp |
| Employer contribution / active EE | $3,236 | $2,135+51.6% | $3,758-13.9% | $2,281+41.9% |
| Participant deferral / active EE | $7,201 | $3,165+127.5% | $4,311+67.0% | $3,203+124.8% |
| Admin fee / account holder | $4,940 | $5,076-2.7% | $7,645-35.4% | $4,296+15.0% |