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 | $66,633 | $91,190-26.9% | $178,490-62.7% | $79,858-16.6% |
| Participation rate | 62.2% | 69.2%-7.0pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 19.12% | 24.19%-5.1pp | 151.07%-131.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,788 | $3,256-45.1% | $5,011-64.3% | $2,471-27.6% |
| Participant deferral / active EE | $3,443 | $3,236+6.4% | $5,202-33.8% | $3,740-7.9% |
| Admin fee / account holder | $2,769 | $6,751-59.0% | $13,984-80.2% | $5,306-47.8% |