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 | $73,939 | $95,453-22.5% | $112,040-34.0% | $82,448-10.3% |
| Participation rate | 52.9% | 72.8%-19.8pp | 76.5%-23.6pp | 68.1%-15.1pp |
| Annual return | 15.40% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,638 | $2,318-29.3% | $2,954-44.6% | $2,551-35.8% |
| Participant deferral / active EE | $5,769 | $4,224+36.6% | $5,098+13.2% | $4,139+39.4% |
| Admin fee / account holder | $1,115 | $9,013-87.6% | $12,098-90.8% | $7,234-84.6% |