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 | $55,657 | $109,881-49.3% | $150,045-62.9% | $84,808-34.4% |
| Participation rate | 52.9% | 76.1%-23.1pp | 82.3%-29.4pp | 68.3%-15.4pp |
| Annual return | 16.06% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,596 | $3,561-27.1% | $4,693-44.7% | $2,631-1.3% |
| Participant deferral / active EE | $4,691 | $6,636-29.3% | $7,997-41.3% | $4,212+11.4% |
| Admin fee / account holder | $10,290 | $8,568+20.1% | $13,435-23.4% | $7,344+40.1% |