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 | $73,032 | $103,376-29.4% | $87,100-16.2% | $152,861-52.2% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.9%-15.0pp | 82.4%-20.5pp |
| Annual return | 19.66% | 28.10%-8.4pp | 28.19%-8.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,568 | $3,220-51.3% | $2,521-37.8% | $4,762-67.1% |
| Participant deferral / active EE | $4,047 | $4,778-15.3% | $4,0490% | $5,850-30.8% |
| Admin fee / account holder | $10,261 | $12,205-15.9% | $7,497+36.9% | $11,596-11.5% |