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 | $71,210 | $51,620+38.0% | $90,281-21.1% | $65,185+9.2% |
| Participation rate | 59.5% | 68.6%-9.2pp | 73.3%-13.8pp | 70.2%-10.7pp |
| Annual return | 24.28% | 24.94%-0.7pp | 78.10%-53.8pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,413 | $2,235-36.8% | $2,854-50.5% | $2,177-35.1% |
| Participant deferral / active EE | $3,770 | $2,871+31.3% | $3,885-3.0% | $3,514+7.3% |
| Admin fee / account holder | $12,896 | $384+3255.9% | $5,351+141.0% | $847+1422.4% |