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 | $62,474 | $85,766-27.2% | $136,294-54.2% | $70,131-10.9% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 15.18% | 31.45%-16.3pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,256 | $2,966-23.9% | $4,695-52.0% | $2,342-3.7% |
| Participant deferral / active EE | $7,465 | $5,051+47.8% | $6,247+19.5% | $3,332+124.1% |
| Admin fee / account holder | $4,444 | $5,420-18.0% | $9,243-51.9% | $4,645-4.3% |