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 | $70,526 | $62,672+12.5% | $185,117-61.9% | $70,131+0.6% |
| Participation rate | 56.3% | 63.8%-7.5pp | 77.3%-21.0pp | 69.5%-13.3pp |
| Annual return | 13.39% | 40.79%-27.4pp | 40.50%-27.1pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,009 | $1,753+71.6% | $4,182-28.0% | $2,342+28.5% |
| Participant deferral / active EE | $3,618 | $3,272+10.6% | $5,045-28.3% | $3,332+8.6% |
| Admin fee / account holder | $5,231 | $3,932+33.1% | $8,159-35.9% | $4,645+12.6% |