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 | $62,024 | $77,899-20.4% | $149,673-58.6% | $75,163-17.5% |
| Participation rate | 63.2% | 65.6%-2.4pp | 78.8%-15.6pp | 67.2%-4.0pp |
| Annual return | 15.46% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,232 | $3,137-60.7% | $4,818-74.4% | $2,670-53.9% |
| Participant deferral / active EE | $3,975 | $3,411+16.5% | $5,680-30.0% | $4,125-3.6% |
| Admin fee / account holder | $11,729 | $5,956+96.9% | $13,210-11.2% | $5,651+107.6% |