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 | $63,709 | $80,968-21.3% | $96,544-34.0% | $75,163-15.2% |
| Participation rate | 51.4% | 71.8%-20.4pp | 76.0%-24.6pp | 67.2%-15.8pp |
| Annual return | 17.96% | 27.06%-9.1pp | 25.84%-7.9pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,706 | $2,282-25.2% | $2,965-42.5% | $2,670-36.1% |
| Participant deferral / active EE | $2,748 | $3,928-30.0% | $4,851-43.3% | $4,125-33.4% |
| Admin fee / account holder | $4,595 | $6,724-31.7% | $8,252-44.3% | $5,651-18.7% |