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 | $69,373 | $77,899-10.9% | $149,673-53.7% | $75,163-7.7% |
| Participation rate | 65.5% | 65.6%-0.1pp | 78.8%-13.2pp | 67.2%-1.7pp |
| Annual return | 14.60% | 31.72%-17.1pp | 134.42%-119.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $482 | $3,137-84.7% | $4,818-90.0% | $2,670-82.0% |
| Participant deferral / active EE | $3,661 | $3,411+7.3% | $5,680-35.6% | $4,125-11.3% |
| Admin fee / account holder | $8,149 | $5,956+36.8% | $13,210-38.3% | $5,651+44.2% |