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 | $64,074 | $177,572-63.9% | $154,803-58.6% | $142,382-55.0% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 16.12% | 65.07%-48.9pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,673 | $4,810-65.2% | $4,305-61.1% | $4,299-61.1% |
| Participant deferral / active EE | $3,136 | $6,272-50.0% | $5,540-43.4% | $6,507-51.8% |
| Admin fee / account holder | $62,079 | $16,786+269.8% | $14,329+333.2% | $12,624+391.8% |