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 | $63,882 | $113,339-43.6% | $94,993-32.8% | $147,584-56.7% |
| Participation rate | 64.3% | 78.0%-13.7pp | 73.9%-9.6pp | 82.8%-18.5pp |
| Annual return | 19.03% | 20.77%-1.7pp | 27.12%-8.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $713 | $3,160-77.4% | $2,603-72.6% | $4,876-85.4% |
| Participant deferral / active EE | $1,638 | $3,777-56.6% | $3,317-50.6% | $5,439-69.9% |
| Admin fee / account holder | $8,830 | $6,063+45.7% | $4,960+78.0% | $10,885-18.9% |