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 | $67,569 | $127,065-46.8% | $113,168-40.3% | $142,382-52.5% |
| Participation rate | 53.3% | 79.2%-25.9pp | 76.6%-23.2pp | 80.1%-26.8pp |
| Annual return | 10.23% | 24.03%-13.8pp | 24.27%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $914 | $3,442-73.4% | $2,975-69.3% | $4,299-78.7% |
| Participant deferral / active EE | $1,975 | $5,716-65.5% | $5,107-61.3% | $6,507-69.7% |
| Admin fee / account holder | $18,472 | $15,736+17.4% | $12,068+53.1% | $12,624+46.3% |