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 | $75,659 | $81,460-7.1% | $103,333-26.8% | $80,856-6.4% |
| Participation rate | 63.3% | 66.8%-3.6pp | 74.5%-11.2pp | 67.6%-4.4pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,238 | $3,105-60.1% | $3,868-68.0% | $2,755-55.1% |
| Participant deferral / active EE | $1,945 | $3,869-49.7% | $5,057-61.5% | $4,296-54.7% |
| Admin fee / account holder | $19,934 | $6,566+203.6% | $8,355+138.6% | $6,918+188.1% |