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 | $66,385 | $57,016+16.4% | $84,966-21.9% | $80,856-17.9% |
| Participation rate | 51.9% | 56.3%-4.5pp | 67.5%-15.6pp | 67.6%-15.8pp |
| Annual return | 20.25% | 21.66%-1.4pp | 66.38%-46.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,380 | $1,798-23.2% | $2,727-49.4% | $2,755-49.9% |
| Participant deferral / active EE | $5,843 | $3,110+87.9% | $4,519+29.3% | $4,296+36.0% |
| Admin fee / account holder | $8,953 | $4,980+79.8% | $6,149+45.6% | $6,918+29.4% |