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 | $66,053 | $91,190-27.6% | $178,490-63.0% | $79,858-17.3% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 15.24% | 24.19%-9.0pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,423 | $3,256-56.3% | $5,011-71.6% | $2,471-42.4% |
| Participant deferral / active EE | $3,433 | $3,236+6.1% | $5,202-34.0% | $3,740-8.2% |
| Admin fee / account holder | $1,838 | $6,751-72.8% | $13,984-86.9% | $5,306-65.4% |