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 | $59,120 | $73,933-20.0% | $96,683-38.9% | $75,163-21.3% |
| Participation rate | 58.3% | 66.4%-8.1pp | 74.3%-16.0pp | 67.2%-8.9pp |
| Annual return | 13.53% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,187 | $2,928+43.0% | $3,737+12.0% | $2,670+56.8% |
| Participant deferral / active EE | $6,094 | $3,659+66.6% | $4,878+24.9% | $4,125+47.7% |
| Admin fee / account holder | $12,902 | $5,216+147.4% | $6,730+91.7% | $5,651+128.3% |