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 | $38,612 | $56,110-31.2% | $94,993-59.4% | $70,131-44.9% |
| Participation rate | 62.1% | 65.0%-2.9pp | 73.9%-11.8pp | 69.5%-7.5pp |
| Annual return | 13.69% | 51.02%-37.3pp | 27.12%-13.4pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,188 | $1,442+121.1% | $2,603+22.5% | $2,342+36.1% |
| Participant deferral / active EE | $2,088 | $2,391-12.7% | $3,317-37.1% | $3,332-37.3% |
| Admin fee / account holder | $9,033 | $3,456+161.3% | $4,960+82.1% | $4,645+94.5% |