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 | $66,795 | $77,899-14.3% | $149,673-55.4% | $75,163-11.1% |
| Participation rate | 55.3% | 65.6%-10.3pp | 78.8%-23.5pp | 67.2%-11.9pp |
| Annual return | 14.63% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,288 | $3,137-58.9% | $4,818-73.3% | $2,670-51.7% |
| Participant deferral / active EE | $2,033 | $3,411-40.4% | $5,680-64.2% | $4,125-50.7% |
| Admin fee / account holder | $1,352 | $5,956-77.3% | $13,210-89.8% | $5,651-76.1% |