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 | $58,297 | $81,208-28.2% | $98,907-41.1% | $79,858-27.0% |
| Participation rate | 69.1% | 72.5%-3.4pp | 76.0%-6.9pp | 69.6%-0.5pp |
| Annual return | 19.85% | 60.99%-41.1pp | 196.43%-176.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,176 | $1,960-40.0% | $2,689-56.3% | $2,471-52.4% |
| Participant deferral / active EE | $1,898 | $3,265-41.9% | $4,244-55.3% | $3,740-49.3% |
| Admin fee / account holder | $6,279 | $6,013+4.4% | $6,642-5.5% | $5,306+18.3% |