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 | $67,044 | $91,552-26.8% | $133,956-50.0% | $79,858-16.0% |
| Participation rate | 57.7% | 73.3%-15.6pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 17.36% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $879 | $2,384-63.1% | $3,919-77.6% | $2,471-64.4% |
| Participant deferral / active EE | $2,300 | $3,733-38.4% | $5,048-54.4% | $3,740-38.5% |
| Admin fee / account holder | $2,701 | $6,321-57.3% | $8,927-69.7% | $5,306-49.1% |