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 | $67,886 | $80,968-16.2% | $96,544-29.7% | $75,163-9.7% |
| Participation rate | 51.9% | 71.8%-19.8pp | 76.0%-24.0pp | 67.2%-15.2pp |
| Annual return | 17.29% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,622 | $2,282-28.9% | $2,965-45.3% | $2,670-39.2% |
| Participant deferral / active EE | $3,152 | $3,928-19.7% | $4,851-35.0% | $4,125-23.6% |
| Admin fee / account holder | $7,605 | $6,724+13.1% | $8,252-7.8% | $5,651+34.6% |