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 | $67,972 | $51,576+31.8% | $129,207-47.4% | $80,856-15.9% |
| Participation rate | 54.5% | 57.0%-2.4pp | 69.6%-15.1pp | 67.6%-13.1pp |
| Annual return | 13.45% | 20.81%-7.4pp | 9417.33%-9403.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,188 | $1,584-25.0% | $4,153-71.4% | $2,755-56.9% |
| Participant deferral / active EE | $2,767 | $2,669+3.7% | $4,168-33.6% | $4,296-35.6% |
| Admin fee / account holder | $1,219 | $4,305-71.7% | $7,715-84.2% | $6,918-82.4% |