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 | $61,278 | $81,208-24.5% | $98,907-38.0% | $79,858-23.3% |
| Participation rate | 62.5% | 72.5%-10.0pp | 76.0%-13.5pp | 69.6%-7.1pp |
| Annual return | 16.78% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,218 | $1,960-37.9% | $2,689-54.7% | $2,471-50.7% |
| Participant deferral / active EE | $1,536 | $3,265-53.0% | $4,244-63.8% | $3,740-58.9% |
| Admin fee / account holder | $4,723 | $6,013-21.4% | $6,642-28.9% | $5,306-11.0% |