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 | $58,779 | $89,355-34.2% | $141,162-58.4% | $72,985-19.5% |
| Participation rate | 67.6% | 75.1%-7.5pp | 82.5%-14.9pp | 69.5%-1.9pp |
| Annual return | 22.02% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,374 | $3,114-55.9% | $4,735-71.0% | $2,440-43.7% |
| Participant deferral / active EE | $2,899 | $5,418-46.5% | $6,709-56.8% | $3,607-19.6% |
| Admin fee / account holder | $11,483 | $5,958+92.7% | $10,261+11.9% | $5,124+124.1% |