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 | $59,928 | $89,753-33.2% | $107,525-44.3% | $84,808-29.3% |
| Participation rate | 64.0% | 68.1%-4.1pp | 75.1%-11.1pp | 68.3%-4.3pp |
| Annual return | 15.96% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,462 | $3,113-20.9% | $3,754-34.4% | $2,631-6.4% |
| Participant deferral / active EE | $3,179 | $4,056-21.6% | $5,116-37.9% | $4,212-24.5% |
| Admin fee / account holder | $2,269 | $7,222-68.6% | $8,919-74.6% | $7,344-69.1% |