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 | $71,742 | $91,760-21.8% | $156,181-54.1% | $67,986+5.5% |
| Participation rate | 39.7% | 65.0%-25.3pp | 78.8%-39.1pp | 57.2%-17.5pp |
| Annual return | 16.07% | 18.14%-2.1pp | 64.87%-48.8pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,501 | $2,419-38.0% | $4,294-65.0% | $2,019-25.6% |
| Participant deferral / active EE | $2,718 | $3,960-31.4% | $6,132-55.7% | $3,358-19.0% |
| Admin fee / account holder | $8,260 | $3,949+109.2% | $14,586-43.4% | $3,203+157.9% |