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 | $64,159 | $80,968-20.8% | $96,544-33.5% | $75,163-14.6% |
| Participation rate | 52.9% | 71.8%-18.8pp | 76.0%-23.0pp | 67.2%-14.3pp |
| Annual return | 21.66% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,222 | $2,282-46.4% | $2,965-58.8% | $2,670-54.2% |
| Participant deferral / active EE | $3,128 | $3,928-20.4% | $4,851-35.5% | $4,125-24.2% |
| Admin fee / account holder | $6,217 | $6,724-7.5% | $8,252-24.7% | $5,651+10.0% |