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 | $66,768 | $85,766-22.2% | $136,294-51.0% | $70,131-4.8% |
| Participation rate | 64.5% | 74.2%-9.7pp | 81.9%-17.4pp | 69.5%-5.1pp |
| Annual return | 17.32% | 31.45%-14.1pp | 5155.94%-5138.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $779 | $2,966-73.7% | $4,695-83.4% | $2,342-66.8% |
| Participant deferral / active EE | $3,910 | $5,051-22.6% | $6,247-37.4% | $3,332+17.4% |
| Admin fee / account holder | $623 | $5,420-88.5% | $9,243-93.3% | $4,645-86.6% |