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 | $66,661 | $117,983-43.5% | $101,794-34.5% | $142,382-53.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.43% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $518 | $2,773-81.3% | $2,289-77.4% | $4,299-88.0% |
| Participant deferral / active EE | $1,234 | $4,714-73.8% | $4,084-69.8% | $6,507-81.0% |
| Admin fee / account holder | $35,752 | $10,433+242.7% | $8,777+307.3% | $12,624+183.2% |