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 | $66,455 | $77,899-14.7% | $149,673-55.6% | $75,163-11.6% |
| Participation rate | 61.3% | 65.6%-4.3pp | 78.8%-17.5pp | 67.2%-5.9pp |
| Annual return | 15.52% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,908 | $3,137-39.2% | $4,818-60.4% | $2,670-28.5% |
| Participant deferral / active EE | $3,125 | $3,411-8.4% | $5,680-45.0% | $4,125-24.2% |
| Admin fee / account holder | $1,601 | $5,956-73.1% | $13,210-87.9% | $5,651-71.7% |