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 | $69,871 | $78,672-11.2% | $109,143-36.0% | $85,850-18.6% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 13.08% | 25.09%-12.0pp | 25.75%-12.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,344 | $2,735-50.8% | $3,722-63.9% | $2,565-47.6% |
| Participant deferral / active EE | $2,424 | $3,467-30.1% | $4,653-47.9% | $3,952-38.6% |
| Admin fee / account holder | $5,157 | $5,469-5.7% | $6,752-23.6% | $6,260-17.6% |