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 | $73,611 | $77,813-5.4% | $123,544-40.4% | $64,186+14.7% |
| Participation rate | 69.6% | 74.7%-5.1pp | 82.3%-12.7pp | 69.6%0pp |
| Annual return | 2.85% | 12.48%-9.6pp | 119.20%-116.3pp | 7.63%-4.8pp |
| Employer contribution / active EE | $8,376 | $3,014+177.9% | $4,628+81.0% | $2,381+251.8% |
| Participant deferral / active EE | $4,626 | $5,240-11.7% | $6,426-28.0% | $3,470+33.3% |
| Admin fee / account holder | $13,484 | $5,519+144.3% | $9,284+45.2% | $4,888+175.9% |