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 | $56,651 | $86,929-34.8% | $102,423-44.7% | $80,856-29.9% |
| Participation rate | 67.6% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%0pp |
| Annual return | 16.16% | 18.88%-2.7pp | 29.32%-13.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,563 | $2,369-34.0% | $3,023-48.3% | $2,755-43.3% |
| Participant deferral / active EE | $5,412 | $4,118+31.4% | $5,053+7.1% | $4,296+26.0% |
| Admin fee / account holder | $35,378 | $8,049+339.5% | $9,451+274.3% | $6,918+411.4% |