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 | $63,710 | $78,705-19.1% | $117,854-45.9% | $70,131-9.2% |
| Participation rate | 62.0% | 73.2%-11.2pp | 79.7%-17.7pp | 69.5%-7.5pp |
| Annual return | 15.91% | 23.30%-7.4pp | 335.08%-319.2pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,509 | $2,223+12.9% | $3,786-33.7% | $2,342+7.1% |
| Participant deferral / active EE | $3,056 | $3,297-7.3% | $4,482-31.8% | $3,332-8.3% |
| Admin fee / account holder | $812 | $5,065-84.0% | $8,020-89.9% | $4,645-82.5% |