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 | $83,822 | $124,319-32.6% | $111,297-24.7% | $167,490-50.0% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 9.65% | 37.44%-27.8pp | 54.65%-45.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $1,123 | $3,435-67.3% | $2,731-58.9% | $4,837-76.8% |
| Participant deferral / active EE | $2,490 | $5,180-51.9% | $4,487-44.5% | $6,341-60.7% |
| Admin fee / account holder | $406 | $10,618-96.2% | $7,964-94.9% | $12,309-96.7% |