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 | $77,062 | $78,705-2.1% | $117,854-34.6% | $70,131+9.9% |
| Participation rate | 57.1% | 73.2%-16.1pp | 79.7%-22.5pp | 69.5%-12.4pp |
| Annual return | 14.35% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,450 | $2,223-34.8% | $3,786-61.7% | $2,342-38.1% |
| Participant deferral / active EE | $2,961 | $3,297-10.2% | $4,482-33.9% | $3,332-11.1% |
| Admin fee / account holder | $3,736 | $5,065-26.3% | $8,020-53.4% | $4,645-19.6% |