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 | $62,034 | $77,899-20.4% | $149,673-58.6% | $75,163-17.5% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 18.49% | 31.72%-13.2pp | 134.42%-115.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,921 | $3,137-38.8% | $4,818-60.1% | $2,670-28.1% |
| Participant deferral / active EE | $2,644 | $3,411-22.5% | $5,680-53.5% | $4,125-35.9% |
| Admin fee / account holder | $1,072 | $5,956-82.0% | $13,210-91.9% | $5,651-81.0% |