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 | $57,995 | $93,571-38.0% | $135,903-57.3% | $75,163-22.8% |
| Participation rate | 45.8% | 75.2%-29.3pp | 81.9%-36.1pp | 67.2%-21.4pp |
| Annual return | 25.66% | 30.90%-5.2pp | 68.23%-42.6pp | 160.62%-135.0pp |
| Employer contribution / active EE | $880 | $3,537-75.1% | $4,856-81.9% | $2,670-67.0% |
| Participant deferral / active EE | $5,564 | $6,404-13.1% | $7,758-28.3% | $4,125+34.9% |
| Admin fee / account holder | $6,158 | $6,975-11.7% | $10,762-42.8% | $5,651+9.0% |