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 | $55,461 | $77,634-28.6% | $156,549-64.6% | $62,891-11.8% |
| Participation rate | 60.4% | 71.2%-10.8pp | 84.0%-23.6pp | 69.3%-8.9pp |
| Annual return | 12.19% | 50.32%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,344 | $3,444-61.0% | $5,501-75.6% | $2,281-41.1% |
| Participant deferral / active EE | $3,140 | $3,045+3.1% | $4,871-35.5% | $3,203-2.0% |
| Admin fee / account holder | $4,460 | $5,561-19.8% | $13,027-65.8% | $4,296+3.8% |