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 | $79,375 | $91,190-13.0% | $178,490-55.5% | $79,858-0.6% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 26.52% | 24.19%+2.3pp | 151.07%-124.6pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,212 | $3,256-62.8% | $5,011-75.8% | $2,471-51.0% |
| Participant deferral / active EE | $4,232 | $3,236+30.8% | $5,202-18.6% | $3,740+13.2% |
| Admin fee / account holder | $1,865 | $6,751-72.4% | $13,984-86.7% | $5,306-64.9% |