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 | $60,809 | $109,359-44.4% | $162,163-62.5% | $72,985-16.7% |
| Participation rate | 68.8% | 84.3%-15.5pp | 87.6%-18.8pp | 69.5%-0.7pp |
| Annual return | 18.97% | 25.46%-6.5pp | 115.59%-96.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,530 | $3,907-60.9% | $5,614-72.8% | $2,440-37.3% |
| Participant deferral / active EE | $4,283 | $5,481-21.9% | $7,298-41.3% | $3,607+18.7% |
| Admin fee / account holder | $12,268 | $7,972+53.9% | $10,843+13.1% | $5,124+139.4% |