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 | $60,128 | $118,427-49.2% | $66,042-9.0% | $142,382-57.8% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 8.64% | 35.57%-26.9pp | 52.11%-43.5pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,496 | $2,570-2.9% | $1,579+58.0% | $4,299-41.9% |
| Participant deferral / active EE | $2,650 | $4,311-38.5% | $2,835-6.5% | $6,507-59.3% |
| Admin fee / account holder | $11,792 | $9,593+22.9% | $5,747+105.2% | $12,624-6.6% |