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 | $77,964 | $53,516+45.7% | $126,539-38.4% | $84,808-8.1% |
| Participation rate | 48.8% | 58.2%-9.5pp | 69.8%-21.0pp | 68.3%-19.5pp |
| Annual return | 18.84% | 58.34%-39.5pp | 425.95%-407.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $974 | $1,535-36.6% | $3,674-73.5% | $2,631-63.0% |
| Participant deferral / active EE | $2,231 | $2,671-16.4% | $4,083-45.3% | $4,212-47.0% |
| Admin fee / account holder | $1,387 | $4,497-69.2% | $6,065-77.1% | $7,344-81.1% |