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 | $61,584 | $69,515-11.4% | $86,874-29.1% | $85,850-28.3% |
| Participation rate | 58.2% | 66.3%-8.1pp | 71.6%-13.5pp | 69.3%-11.1pp |
| Annual return | 12.81% | 20.12%-7.3pp | 63.52%-50.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,282 | $1,880-31.8% | $2,495-48.6% | $2,565-50.0% |
| Participant deferral / active EE | $3,370 | $2,919+15.4% | $3,699-8.9% | $3,952-14.7% |
| Admin fee / account holder | $41,215 | $5,972+590.2% | $5,828+607.2% | $6,260+558.4% |