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 | $72,766 | $81,460-10.7% | $103,333-29.6% | $80,856-10.0% |
| Participation rate | 58.8% | 66.8%-8.0pp | 74.5%-15.7pp | 67.6%-8.8pp |
| Annual return | 11.76% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $5,226 | $3,105+68.3% | $3,868+35.1% | $2,755+89.7% |
| Participant deferral / active EE | $1,838 | $3,869-52.5% | $5,057-63.7% | $4,296-57.2% |
| Admin fee / account holder | $23,949 | $6,566+264.7% | $8,355+186.6% | $6,918+246.2% |