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 | $69,749 | $85,022-18.0% | $70,515-1.1% | $139,434-50.0% |
| Participation rate | 44.4% | 73.9%-29.5pp | 68.3%-23.9pp | 80.3%-35.9pp |
| Annual return | 11.52% | 30.38%-18.9pp | 32.77%-21.2pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,016 | $3,909-74.0% | $2,973-65.8% | $4,751-78.6% |
| Participant deferral / active EE | $3,113 | $5,890-47.2% | $4,567-31.8% | $6,710-53.6% |
| Admin fee / account holder | $11,957 | $8,906+34.3% | $6,412+86.5% | $11,403+4.9% |