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 | $67,519 | $65,041+3.8% | $90,951-25.8% | $79,858-15.5% |
| Participation rate | 56.3% | 61.6%-5.4pp | 69.0%-12.8pp | 69.6%-13.4pp |
| Annual return | 15.80% | 30.45%-14.7pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,247 | $1,247+80.2% | $2,122+5.9% | $2,471-9.1% |
| Participant deferral / active EE | $4,716 | $2,512+87.7% | $3,373+39.8% | $3,740+26.1% |
| Admin fee / account holder | $860 | $4,536-81.0% | $5,959-85.6% | $5,306-83.8% |