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 | $78,520 | $98,750-20.5% | $149,696-47.5% | $79,858-1.7% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.5%-29.5pp | 69.6%-16.7pp |
| Annual return | 15.20% | 27.43%-12.2pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $955 | $3,216-70.3% | $4,644-79.4% | $2,471-61.4% |
| Participant deferral / active EE | $2,382 | $5,680-58.1% | $6,842-65.2% | $3,740-36.3% |
| Admin fee / account holder | $4,823 | $6,053-20.3% | $9,309-48.2% | $5,306-9.1% |