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 | $80,799 | $93,571-13.6% | $135,903-40.5% | $75,163+7.5% |
| Participation rate | 49.3% | 75.2%-25.9pp | 81.9%-32.6pp | 67.2%-17.9pp |
| Annual return | 23.46% | 30.90%-7.4pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,017 | $3,537-71.3% | $4,856-79.1% | $2,670-61.9% |
| Participant deferral / active EE | $3,390 | $6,404-47.1% | $7,758-56.3% | $4,125-17.8% |
| Admin fee / account holder | $5,130 | $6,975-26.5% | $10,762-52.3% | $5,651-9.2% |