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 | $56,281 | $94,625-40.5% | $116,228-51.6% | $84,808-33.6% |
| Participation rate | 62.9% | 70.4%-7.6pp | 74.6%-11.7pp | 68.3%-5.5pp |
| Annual return | 12.39% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,679 | $2,347+14.2% | $2,994-10.5% | $2,631+1.8% |
| Participant deferral / active EE | $6,683 | $3,972+68.3% | $4,953+34.9% | $4,212+58.7% |
| Admin fee / account holder | $19,614 | $10,091+94.4% | $11,989+63.6% | $7,344+167.1% |