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 | $62,596 | $138,347-54.8% | $184,203-66.0% | $80,856-22.6% |
| Participation rate | 68.1% | 83.9%-15.8pp | 86.8%-18.7pp | 67.6%+0.4pp |
| Annual return | 12.98% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,547 | $4,850-68.1% | $6,427-75.9% | $2,755-43.8% |
| Participant deferral / active EE | $3,328 | $7,071-52.9% | $9,131-63.6% | $4,296-22.5% |
| Admin fee / account holder | $469 | $10,483-95.5% | $13,901-96.6% | $6,918-93.2% |