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 | $69,766 | $89,753-22.3% | $107,525-35.1% | $84,808-17.7% |
| Participation rate | 45.8% | 68.1%-22.2pp | 75.1%-29.2pp | 68.3%-22.5pp |
| Annual return | 18.98% | 29.48%-10.5pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,285 | $3,113-26.6% | $3,754-39.1% | $2,631-13.2% |
| Participant deferral / active EE | $4,666 | $4,056+15.0% | $5,116-8.8% | $4,212+10.8% |
| Admin fee / account holder | $3,061 | $7,222-57.6% | $8,919-65.7% | $7,344-58.3% |