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 | $51,618 | $104,251-50.5% | $91,001-43.3% | $147,584-65.0% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.6%-17.3pp | 82.8%-24.5pp |
| Annual return | 21.07% | 27.06%-6.0pp | 4.60%+16.5pp | 578.55%-557.5pp |
| Employer contribution / active EE | $986 | $3,116-68.4% | $2,456-59.9% | $4,876-79.8% |
| Participant deferral / active EE | $1,903 | $4,195-54.6% | $3,547-46.4% | $5,439-65.0% |
| Admin fee / account holder | $2,196 | $8,948-75.5% | $5,417-59.5% | $10,885-79.8% |