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 | $65,026 | $81,248-20.0% | $155,509-58.2% | $80,856-19.6% |
| Participation rate | 37.8% | 66.2%-28.4pp | 78.2%-40.3pp | 67.6%-29.8pp |
| Annual return | 14.46% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,006 | $3,100-67.6% | $4,672-78.5% | $2,755-63.5% |
| Participant deferral / active EE | $1,635 | $3,452-52.6% | $5,626-70.9% | $4,296-61.9% |
| Admin fee / account holder | $4,684 | $7,997-41.4% | $15,912-70.6% | $6,918-32.3% |