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 | $21,559 | $77,899-72.3% | $149,673-85.6% | $75,163-71.3% |
| Participation rate | 63.6% | 65.6%-1.9pp | 78.8%-15.1pp | 67.2%-3.6pp |
| Annual return | 13.49% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,435 | $3,137-22.4% | $4,818-49.5% | $2,670-8.8% |
| Participant deferral / active EE | $2,917 | $3,411-14.5% | $5,680-48.6% | $4,125-29.3% |
| Admin fee / account holder | $2,929 | $5,956-50.8% | $13,210-77.8% | $5,651-48.2% |