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 | $76,263 | $109,881-30.6% | $150,045-49.2% | $84,808-10.1% |
| Participation rate | 58.6% | 76.1%-17.5pp | 82.3%-23.7pp | 68.3%-9.7pp |
| Annual return | 41.21% | 28.25%+13.0pp | 62.55%-21.3pp | 40.90%+0.3pp |
| Employer contribution / active EE | $2,062 | $3,561-42.1% | $4,693-56.1% | $2,631-21.6% |
| Participant deferral / active EE | $5,306 | $6,636-20.0% | $7,997-33.6% | $4,212+26.0% |
| Admin fee / account holder | $1,106 | $8,568-87.1% | $13,435-91.8% | $7,344-84.9% |