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 | $30,102 | $91,190-67.0% | $178,490-83.1% | $79,858-62.3% |
| Participation rate | 58.0% | 69.2%-11.2pp | 81.9%-24.0pp | 69.6%-11.7pp |
| Annual return | 15.81% | 24.19%-8.4pp | 151.07%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,278 | $3,256-30.0% | $5,011-54.5% | $2,471-7.8% |
| Participant deferral / active EE | $1,470 | $3,236-54.6% | $5,202-71.7% | $3,740-60.7% |
| Admin fee / account holder | $1,104 | $6,751-83.6% | $13,984-92.1% | $5,306-79.2% |