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 | $69,582 | $81,208-14.3% | $98,907-29.6% | $79,858-12.9% |
| Participation rate | 66.1% | 72.5%-6.4pp | 76.0%-9.9pp | 69.6%-3.5pp |
| Annual return | 17.03% | 60.99%-44.0pp | 196.43%-179.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,209 | $1,960+12.7% | $2,689-17.8% | $2,471-10.6% |
| Participant deferral / active EE | $5,264 | $3,265+61.2% | $4,244+24.0% | $3,740+40.8% |
| Admin fee / account holder | $5,129 | $6,013-14.7% | $6,642-22.8% | $5,306-3.3% |