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 | $70,047 | $95,266-26.5% | $82,389-15.0% | $142,382-50.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 10.92% | 25.74%-14.8pp | 28.67%-17.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $680 | $2,991-77.3% | $2,517-73.0% | $4,299-84.2% |
| Participant deferral / active EE | $6,433 | $4,809+33.8% | $4,155+54.8% | $6,507-1.1% |
| Admin fee / account holder | $58,768 | $8,563+586.3% | $7,231+712.8% | $12,624+365.5% |