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 | $64,956 | $71,057-8.6% | $93,654-30.6% | $80,874-19.7% |
| Participation rate | 53.8% | 60.4%-6.6pp | 68.7%-14.9pp | 67.6%-13.8pp |
| Annual return | 13.39% | 11.26%+2.1pp | 133.34%-120.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,486 | $1,564-5.0% | $2,421-38.6% | $2,756-46.1% |
| Participant deferral / active EE | $2,971 | $4,034-26.4% | $4,413-32.7% | $4,297-30.9% |
| Admin fee / account holder | $9,961 | $6,944+43.5% | $8,282+20.3% | $6,935+43.6% |