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 | $73,187 | $88,672-17.5% | $105,223-30.4% | $82,448-11.2% |
| Participation rate | 59.5% | 67.9%-8.5pp | 75.0%-15.6pp | 68.1%-8.6pp |
| Annual return | 13.51% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $993 | $3,048-67.4% | $3,689-73.1% | $2,551-61.1% |
| Participant deferral / active EE | $2,077 | $4,036-48.5% | $5,072-59.1% | $4,139-49.8% |
| Admin fee / account holder | $1,954 | $7,146-72.7% | $8,859-77.9% | $7,234-73.0% |