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 | $77,962 | $127,065-38.6% | $113,168-31.1% | $142,382-45.2% |
| Participation rate | 53.8% | 79.2%-25.4pp | 76.6%-22.7pp | 80.1%-26.3pp |
| Annual return | 14.65% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $881 | $3,442-74.4% | $2,975-70.4% | $4,299-79.5% |
| Participant deferral / active EE | $4,454 | $5,716-22.1% | $5,107-12.8% | $6,507-31.6% |
| Admin fee / account holder | $5,460 | $15,736-65.3% | $12,068-54.8% | $12,624-56.7% |