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 | $68,403 | $78,672-13.1% | $109,143-37.3% | $85,850-20.3% |
| Participation rate | 69.7% | 68.3%+1.4pp | 75.9%-6.2pp | 69.3%+0.4pp |
| Annual return | 11.27% | 25.09%-13.8pp | 25.75%-14.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $668 | $2,735-75.6% | $3,722-82.1% | $2,565-74.0% |
| Participant deferral / active EE | $3,338 | $3,467-3.7% | $4,653-28.3% | $3,952-15.5% |
| Admin fee / account holder | $11,366 | $5,469+107.8% | $6,752+68.3% | $6,260+81.6% |