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 | $60,609 | $98,750-38.6% | $149,696-59.5% | $79,858-24.1% |
| Participation rate | 51.9% | 75.8%-23.9pp | 82.5%-30.6pp | 69.6%-17.8pp |
| Annual return | 12.74% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,618 | $3,216-18.6% | $4,644-43.6% | $2,471+5.9% |
| Participant deferral / active EE | $5,207 | $5,680-8.3% | $6,842-23.9% | $3,740+39.2% |
| Admin fee / account holder | $1,292 | $6,053-78.7% | $9,309-86.1% | $5,306-75.7% |