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 | $63,871 | $84,233-24.2% | $170,442-62.5% | $70,131-8.9% |
| Participation rate | 69.0% | 70.8%-1.9pp | 83.6%-14.6pp | 69.5%-0.6pp |
| Annual return | 16.48% | 23.06%-6.6pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,812 | $3,387-46.5% | $5,433-66.6% | $2,342-22.6% |
| Participant deferral / active EE | $4,654 | $3,086+50.8% | $4,939-5.8% | $3,332+39.7% |
| Admin fee / account holder | $817 | $5,698-85.7% | $13,880-94.1% | $4,645-82.4% |