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 | $63,707 | $101,724-37.4% | $164,813-61.3% | $80,856-21.2% |
| Participation rate | 53.7% | 71.8%-18.2pp | 78.6%-24.9pp | 67.6%-14.0pp |
| Annual return | 22.78% | 16.72%+6.1pp | 69.93%-47.2pp | 35.59%-12.8pp |
| Employer contribution / active EE | $1,668 | $2,953-43.5% | $4,341-61.6% | $2,755-39.4% |
| Participant deferral / active EE | $3,816 | $4,477-14.8% | $6,031-36.7% | $4,296-11.2% |
| Admin fee / account holder | $5,650 | $8,227-31.3% | $12,690-55.5% | $6,918-18.3% |