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 | $27,757 | $84,233-67.0% | $170,442-83.7% | $70,131-60.4% |
| Participation rate | 64.5% | 70.8%-6.3pp | 83.6%-19.1pp | 69.5%-5.0pp |
| Annual return | 36.90% | 23.06%+13.8pp | 205.93%-169.0pp | 73.14%-36.2pp |
| Employer contribution / active EE | $1,070 | $3,387-68.4% | $5,433-80.3% | $2,342-54.3% |
| Participant deferral / active EE | $1,511 | $3,086-51.0% | $4,939-69.4% | $3,332-54.7% |
| Admin fee / account holder | $2,921 | $5,698-48.7% | $13,880-79.0% | $4,645-37.1% |