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 | $73,137 | $91,552-20.1% | $133,956-45.4% | $79,858-8.4% |
| Participation rate | 68.4% | 73.3%-4.9pp | 79.8%-11.4pp | 69.6%-1.2pp |
| Annual return | 10.92% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $908 | $2,384-61.9% | $3,919-76.8% | $2,471-63.3% |
| Participant deferral / active EE | $4,297 | $3,733+15.1% | $5,048-14.9% | $3,740+14.9% |
| Admin fee / account holder | $8,119 | $6,321+28.5% | $8,927-9.0% | $5,306+53.0% |