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 | $55,485 | $109,413-49.3% | $156,263-64.5% | $84,808-34.6% |
| Participation rate | 55.6% | 72.7%-17.1pp | 78.9%-23.4pp | 68.3%-12.8pp |
| Annual return | 18.26% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,501 | $2,907-48.3% | $4,333-65.3% | $2,631-42.9% |
| Participant deferral / active EE | $4,967 | $4,590+8.2% | $6,158-19.3% | $4,212+17.9% |
| Admin fee / account holder | $4,740 | $9,357-49.3% | $14,255-66.7% | $7,344-35.5% |