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 | $61,947 | $93,571-33.8% | $135,903-54.4% | $75,163-17.6% |
| Participation rate | 62.0% | 75.2%-13.2pp | 81.9%-19.9pp | 67.2%-5.2pp |
| Annual return | 19.56% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,139 | $3,537-39.5% | $4,856-55.9% | $2,670-19.9% |
| Participant deferral / active EE | $3,765 | $6,404-41.2% | $7,758-51.5% | $4,125-8.7% |
| Admin fee / account holder | $712 | $6,975-89.8% | $10,762-93.4% | $5,651-87.4% |