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 | $29,221 | $95,416-69.4% | $185,823-84.3% | $85,850-66.0% |
| Participation rate | 63.2% | 68.8%-5.6pp | 81.7%-18.5pp | 69.3%-6.2pp |
| Annual return | 15.54% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,480 | $3,314-55.3% | $5,167-71.4% | $2,565-42.3% |
| Participant deferral / active EE | $2,758 | $3,423-19.4% | $5,568-50.5% | $3,952-30.2% |
| Admin fee / account holder | $7,388 | $7,213+2.4% | $16,237-54.5% | $6,260+18.0% |