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 | $72,365 | $153,772-52.9% | $133,980-46.0% | $273,961-73.6% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.1%-22.1pp | 83.0%-18.0pp |
| Annual return | 5.39% | 36.51%-31.1pp | 29.30%-23.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,114 | $6,029-64.9% | $5,211-59.4% | $4,869-56.6% |
| Participant deferral / active EE | $5,614 | $6,958-19.3% | $6,282-10.6% | $5,287+6.2% |
| Admin fee / account holder | $24,566 | $11,765+108.8% | $9,324+163.5% | $10,132+142.5% |