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 | $69,874 | $81,248-14.0% | $155,509-55.1% | $80,856-13.6% |
| Participation rate | 61.1% | 66.2%-5.1pp | 78.2%-17.1pp | 67.6%-6.5pp |
| Annual return | 17.17% | 33.31%-16.1pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,166 | $3,100-30.1% | $4,672-53.6% | $2,755-21.4% |
| Participant deferral / active EE | $5,212 | $3,452+51.0% | $5,626-7.4% | $4,296+21.3% |
| Admin fee / account holder | $8,501 | $7,997+6.3% | $15,912-46.6% | $6,918+22.9% |