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 | $71,086 | $108,825-34.7% | $156,181-54.5% | $82,448-13.8% |
| Participation rate | 51.7% | 72.4%-20.6pp | 78.8%-27.1pp | 68.1%-16.3pp |
| Annual return | 16.31% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $821 | $2,870-71.4% | $4,294-80.9% | $2,551-67.8% |
| Participant deferral / active EE | $3,082 | $4,577-32.7% | $6,132-49.7% | $4,139-25.5% |
| Admin fee / account holder | $5,334 | $9,341-42.9% | $14,586-63.4% | $7,234-26.3% |