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 | $34,005 | $52,279-35.0% | $89,391-62.0% | $79,858-57.4% |
| Participation rate | 67.9% | 57.5%+10.4pp | 68.0%0pp | 69.6%-1.7pp |
| Annual return | 14.89% | 22.16%-7.3pp | 245.62%-230.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,979 | $1,572+25.9% | $2,586-23.4% | $2,471-19.9% |
| Participant deferral / active EE | $5,038 | $2,740+83.9% | $3,890+29.5% | $3,740+34.7% |
| Admin fee / account holder | $10,843 | $3,356+223.1% | $4,881+122.1% | $5,306+104.3% |