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 | $71,219 | $76,670-7.1% | $96,683-26.3% | $71,457-0.3% |
| Participation rate | 62.6% | 66.6%-4.0pp | 74.3%-11.7pp | 67.9%-5.3pp |
| Annual return | 19.22% | 48.29%-29.1pp | 35.69%-16.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $2,219 | $3,031-26.8% | $3,737-40.6% | $2,588-14.2% |
| Participant deferral / active EE | $4,039 | $3,771+7.1% | $4,878-17.2% | $4,289-5.8% |
| Admin fee / account holder | $29,676 | $2,028+1363.2% | $6,730+341.0% | $1,587+1769.6% |