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 | $74,877 | $56,060+33.6% | $76,002-1.5% | $80,874-7.4% |
| Participation rate | 52.2% | 62.0%-9.9pp | 69.1%-16.9pp | 67.6%-15.5pp |
| Annual return | 10.34% | 20.54%-10.2pp | 360.07%-349.7pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,224 | $1,873-34.7% | $2,688-54.5% | $2,756-55.6% |
| Participant deferral / active EE | $4,289 | $3,051+40.6% | $4,257+0.8% | $4,297-0.2% |
| Admin fee / account holder | $3,510 | $5,237-33.0% | $6,414-45.3% | $6,935-49.4% |