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 | $48,990 | $127,386-61.5% | $115,037-57.4% | $125,391-60.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.09% | 31.28%-32.4pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $5,833 | $5,166+12.9% | $4,608+26.6% | $4,866+19.9% |
| Participant deferral / active EE | $9,104 | $6,423+41.7% | $6,026+51.1% | $5,352+70.1% |
| Admin fee / account holder | $12,973 | $9,516+36.3% | $8,175+58.7% | $9,540+36.0% |