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 | $65,676 | $91,552-28.3% | $133,956-51.0% | $79,858-17.8% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.5pp |
| Annual return | 14.83% | 61.85%-47.0pp | 45.09%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,047 | $2,384-56.1% | $3,919-73.3% | $2,471-57.6% |
| Participant deferral / active EE | $1,756 | $3,733-53.0% | $5,048-65.2% | $3,740-53.1% |
| Admin fee / account holder | $1,219 | $6,321-80.7% | $8,927-86.3% | $5,306-77.0% |