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 | $55,486 | $77,899-28.8% | $149,673-62.9% | $75,163-26.2% |
| Participation rate | 60.7% | 65.6%-4.9pp | 78.8%-18.1pp | 67.2%-6.5pp |
| Annual return | 17.52% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,901 | $3,137-39.4% | $4,818-60.6% | $2,670-28.8% |
| Participant deferral / active EE | $3,268 | $3,411-4.2% | $5,680-42.5% | $4,125-20.8% |
| Admin fee / account holder | $2,041 | $5,956-65.7% | $13,210-84.6% | $5,651-63.9% |