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 | $65,586 | $78,485-16.4% | $106,213-38.3% | $74,495-12.0% |
| Participation rate | 63.7% | 72.8%-9.1pp | 75.3%-11.6pp | 67.2%-3.5pp |
| Annual return | 13.13% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,108 | $2,523-56.1% | $3,171-65.1% | $2,623-57.8% |
| Participant deferral / active EE | $3,018 | $4,322-30.2% | $5,016-39.8% | $4,346-30.6% |
| Admin fee / account holder | $3,161 | $2,232+41.6% | $11,033-71.3% | $1,942+62.8% |