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 | $71,357 | $118,849-40.0% | $96,562-26.1% | $167,490-57.4% |
| Participation rate | 46.2% | 75.5%-29.3pp | 69.8%-23.7pp | 82.1%-36.0pp |
| Annual return | 14.66% | 50.49%-35.8pp | 37.78%-23.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,433 | $3,120-54.1% | $2,356-39.2% | $4,837-70.4% |
| Participant deferral / active EE | $2,120 | $4,616-54.1% | $3,849-44.9% | $6,341-66.6% |
| Admin fee / account holder | $3,693 | $8,065-54.2% | $6,181-40.3% | $12,309-70.0% |