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 | $62,716 | $58,208+7.7% | $81,812-23.3% | $80,856-22.4% |
| Participation rate | 38.5% | 63.4%-25.0pp | 72.3%-33.9pp | 67.6%-29.2pp |
| Annual return | 15.06% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $415 | $2,340-82.3% | $2,912-85.7% | $2,755-84.9% |
| Participant deferral / active EE | $5,490 | $3,281+67.3% | $4,319+27.1% | $4,296+27.8% |
| Admin fee / account holder | $3,713 | $4,981-25.5% | $7,386-49.7% | $6,918-46.3% |