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 | $59,868 | $93,571-36.0% | $135,903-55.9% | $75,163-20.3% |
| Participation rate | 69.7% | 75.2%-5.5pp | 81.9%-12.2pp | 67.2%+2.5pp |
| Annual return | 20.44% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,025 | $6,404+9.7% | $7,758-9.4% | $4,125+70.3% |
| Admin fee / account holder | $566 | $6,975-91.9% | $10,762-94.7% | $5,651-90.0% |