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 | $60,231 | $93,571-35.6% | $135,903-55.7% | $75,163-19.9% |
| Participation rate | 55.0% | 75.2%-20.2pp | 81.9%-26.9pp | 67.2%-12.2pp |
| Annual return | 16.89% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,087 | $3,537-41.0% | $4,856-57.0% | $2,670-21.8% |
| Participant deferral / active EE | $4,919 | $6,404-23.2% | $7,758-36.6% | $4,125+19.2% |
| Admin fee / account holder | $17,863 | $6,975+156.1% | $10,762+66.0% | $5,651+216.1% |