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 | $60,815 | $95,803-36.5% | $113,168-46.3% | $84,808-28.3% |
| Participation rate | 63.6% | 72.9%-9.2pp | 76.6%-12.9pp | 68.3%-4.7pp |
| Annual return | 13.94% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,036 | $2,360-13.7% | $2,975-31.6% | $2,631-22.6% |
| Participant deferral / active EE | $4,821 | $4,242+13.6% | $5,107-5.6% | $4,212+14.5% |
| Admin fee / account holder | $23,755 | $8,989+164.3% | $12,068+96.8% | $7,344+223.5% |