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 | $67,229 | $95,561-29.6% | $77,163-12.9% | $139,434-51.8% |
| Participation rate | 45.8% | 73.9%-28.1pp | 69.6%-23.7pp | 80.3%-34.5pp |
| Annual return | 17.04% | 54.92%-37.9pp | 37.87%-20.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,365 | $3,147-56.6% | $2,535-46.1% | $4,751-71.3% |
| Participant deferral / active EE | $2,208 | $4,624-52.2% | $3,833-42.4% | $6,710-67.1% |
| Admin fee / account holder | $5,503 | $8,295-33.7% | $5,472+0.6% | $11,403-51.7% |