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 | $60,492 | $86,891-30.4% | $142,449-57.5% | $75,163-19.5% |
| Participation rate | 63.5% | 68.5%-5.1pp | 76.8%-13.3pp | 67.2%-3.7pp |
| Annual return | 15.82% | 23.31%-7.5pp | 19.99%-4.2pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,030 | $3,355-39.5% | $4,847-58.1% | $2,670-24.0% |
| Participant deferral / active EE | $4,146 | $4,938-16.0% | $6,283-34.0% | $4,125+0.5% |
| Admin fee / account holder | $13,689 | $7,299+87.6% | $10,011+36.7% | $5,651+142.3% |