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 | $33,161 | $211,958-84.4% | $169,463-80.4% | $135,375-75.5% |
| Participation rate | 59.1% | 82.6%-23.5pp | 77.8%-18.7pp | 82.6%-23.5pp |
| Annual return | 21.45% | 3.26%+18.2pp | 1.83%+19.6pp | 519.73%-498.3pp |
| Employer contribution / active EE | $2,280 | $5,120-55.5% | $4,159-45.2% | $4,779-52.3% |
| Participant deferral / active EE | $4,564 | $6,075-24.9% | $5,277-13.5% | $5,609-18.6% |
| Admin fee / account holder | $7,004 | $11,471-38.9% | $9,109-23.1% | $10,827-35.3% |