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 | $76,572 | $78,705-2.7% | $117,854-35.0% | $70,131+9.2% |
| Participation rate | 67.5% | 73.2%-5.7pp | 79.7%-12.2pp | 69.5%-2.0pp |
| Annual return | 13.21% | 23.30%-10.1pp | 335.08%-321.9pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,182 | $2,223-46.8% | $3,786-68.8% | $2,342-49.5% |
| Participant deferral / active EE | $3,923 | $3,297+19.0% | $4,482-12.5% | $3,332+17.8% |
| Admin fee / account holder | $36,329 | $5,065+617.2% | $8,020+353.0% | $4,645+682.1% |