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 | $70,178 | $81,248-13.6% | $155,509-54.9% | $80,856-13.2% |
| Participation rate | 62.8% | 66.2%-3.4pp | 78.2%-15.4pp | 67.6%-4.8pp |
| Annual return | 15.87% | 33.31%-17.4pp | 64.67%-48.8pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,266 | $3,100-59.2% | $4,672-72.9% | $2,755-54.0% |
| Participant deferral / active EE | $3,983 | $3,452+15.4% | $5,626-29.2% | $4,296-7.3% |
| Admin fee / account holder | $2,623 | $7,997-67.2% | $15,912-83.5% | $6,918-62.1% |