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 | $74,444 | $109,413-32.0% | $156,263-52.4% | $84,808-12.2% |
| Participation rate | 39.8% | 72.7%-32.9pp | 78.9%-39.1pp | 68.3%-28.6pp |
| Annual return | 25.23% | 20.18%+5.1pp | 59.47%-34.2pp | 40.90%-15.7pp |
| Employer contribution / active EE | $1,665 | $2,907-42.7% | $4,333-61.6% | $2,631-36.7% |
| Participant deferral / active EE | $3,630 | $4,590-20.9% | $6,158-41.1% | $4,212-13.8% |
| Admin fee / account holder | $771 | $9,357-91.8% | $14,255-94.6% | $7,344-89.5% |