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 | $58,036 | $109,881-47.2% | $150,045-61.3% | $84,808-31.6% |
| Participation rate | 62.9% | 76.1%-13.2pp | 82.3%-19.5pp | 68.3%-5.5pp |
| Annual return | 19.06% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,091 | $3,561-41.3% | $4,693-55.4% | $2,631-20.5% |
| Participant deferral / active EE | $9,310 | $6,636+40.3% | $7,997+16.4% | $4,212+121.0% |
| Admin fee / account holder | $2,145 | $8,568-75.0% | $13,435-84.0% | $7,344-70.8% |