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 | $61,469 | $89,753-31.5% | $107,525-42.8% | $84,808-27.5% |
| Participation rate | 62.0% | 68.1%-6.1pp | 75.1%-13.1pp | 68.3%-6.3pp |
| Annual return | 15.50% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,808 | $3,113-9.8% | $3,754-25.2% | $2,631+6.7% |
| Participant deferral / active EE | $6,411 | $4,056+58.0% | $5,116+25.3% | $4,212+52.2% |
| Admin fee / account holder | $11,717 | $7,222+62.2% | $8,919+31.4% | $7,344+59.6% |