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 | $67,359 | $104,664-35.6% | $85,682-21.4% | $167,490-59.8% |
| Participation rate | 65.0% | 76.4%-11.4pp | 69.9%-4.9pp | 82.1%-17.1pp |
| Annual return | 14.44% | 21.45%-7.0pp | 21.49%-7.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,376 | $3,337-58.8% | $2,618-47.4% | $4,837-71.5% |
| Participant deferral / active EE | $2,713 | $4,824-43.8% | $3,923-30.8% | $6,341-57.2% |
| Admin fee / account holder | $7,166 | $10,032-28.6% | $6,873+4.3% | $12,309-41.8% |