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 | $73,908 | $77,899-5.1% | $149,673-50.6% | $75,163-1.7% |
| Participation rate | 53.7% | 65.6%-11.9pp | 78.8%-25.1pp | 67.2%-13.5pp |
| Annual return | 13.45% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,275 | $3,137-59.4% | $4,818-73.5% | $2,670-52.3% |
| Participant deferral / active EE | $2,533 | $3,411-25.8% | $5,680-55.4% | $4,125-38.6% |
| Admin fee / account holder | $17,429 | $5,956+192.6% | $13,210+31.9% | $5,651+208.4% |