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 | $52,210 | $64,480-19.0% | $81,382-35.8% | $80,856-35.4% |
| Participation rate | 57.5% | 63.9%-6.4pp | 69.5%-12.0pp | 67.6%-10.2pp |
| Annual return | 111.15% | 16.34%+94.8pp | 24.73%+86.4pp | 35.59%+75.6pp |
| Employer contribution / active EE | $1,354 | $1,978-31.6% | $2,463-45.0% | $2,755-50.9% |
| Participant deferral / active EE | $2,167 | $3,094-30.0% | $3,883-44.2% | $4,296-49.6% |
| Admin fee / account holder | $1,462 | $5,671-74.2% | $5,768-74.7% | $6,918-78.9% |