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 | $66,059 | $93,571-29.4% | $135,903-51.4% | $75,163-12.1% |
| Participation rate | 66.0% | 75.2%-9.2pp | 81.9%-15.9pp | 67.2%-1.2pp |
| Annual return | 22.38% | 30.90%-8.5pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $4,249 | $3,537+20.1% | $4,856-12.5% | $2,670+59.1% |
| Participant deferral / active EE | $9,510 | $6,404+48.5% | $7,758+22.6% | $4,125+130.5% |
| Admin fee / account holder | $1,742 | $6,975-75.0% | $10,762-83.8% | $5,651-69.2% |