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 | $76,886 | $96,128-20.0% | $136,007-43.5% | $80,856-4.9% |
| Participation rate | 37.1% | 71.2%-34.1pp | 76.5%-39.3pp | 67.6%-30.5pp |
| Annual return | 12.30% | 28.71%-16.4pp | 579.32%-567.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,584 | $3,351-22.9% | $4,217-38.7% | $2,755-6.2% |
| Participant deferral / active EE | $5,512 | $5,709-3.4% | $7,025-21.5% | $4,296+28.3% |
| Admin fee / account holder | $33,825 | $8,236+310.7% | $6,858+393.2% | $6,918+388.9% |