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 | $74,308 | $138,347-46.3% | $184,203-59.7% | $80,856-8.1% |
| Participation rate | 65.2% | 83.9%-18.7pp | 86.8%-21.6pp | 67.6%-2.5pp |
| Annual return | 11.22% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,274 | $4,850-32.5% | $6,427-49.1% | $2,755+18.8% |
| Participant deferral / active EE | $4,665 | $7,071-34.0% | $9,131-48.9% | $4,296+8.6% |
| Admin fee / account holder | $10,896 | $10,483+3.9% | $13,901-21.6% | $6,918+57.5% |