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 | $62,317 | $82,879-24.8% | $96,576-35.5% | $67,986-8.3% |
| Participation rate | 69.2% | 75.2%-5.9pp | 81.4%-12.2pp | 57.2%+12.0pp |
| Annual return | 24.08% | 36.90%-12.8pp | 38.47%-14.4pp | 31.67%-7.6pp |
| Employer contribution / active EE | $3,935 | $2,727+44.3% | $3,553+10.7% | $2,019+94.9% |
| Participant deferral / active EE | $8,875 | $6,976+27.2% | $7,956+11.5% | $3,358+164.3% |
| Admin fee / account holder | $22,945 | $2,783+724.4% | $11,381+101.6% | $3,203+616.3% |