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 | $74,519 | $79,449-6.2% | $189,557-60.7% | $85,850-13.2% |
| Participation rate | 53.8% | 66.0%-12.1pp | 78.4%-24.6pp | 69.3%-15.5pp |
| Annual return | 16.07% | 18.45%-2.4pp | 64.17%-48.1pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,708 | $2,081-17.9% | $4,412-61.3% | $2,565-33.4% |
| Participant deferral / active EE | $2,423 | $4,051-40.2% | $6,174-60.8% | $3,952-38.7% |
| Admin fee / account holder | $1,130 | $5,377-79.0% | $9,807-88.5% | $6,260-81.9% |