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 | $50,040 | $93,571-46.5% | $135,903-63.2% | $75,163-33.4% |
| Participation rate | 53.8% | 75.2%-21.4pp | 81.9%-28.1pp | 67.2%-13.4pp |
| Annual return | 16.28% | 30.90%-14.6pp | 68.23%-52.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,686 | $6,404-42.4% | $7,758-52.5% | $4,125-10.6% |
| Admin fee / account holder | $8,699 | $6,975+24.7% | $10,762-19.2% | $5,651+53.9% |