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 | $81,607 | $105,181-22.4% | $159,436-48.8% | $85,850-4.9% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.8%-27.3pp | 69.3%-13.8pp |
| Annual return | 18.07% | 45.07%-27.0pp | 263.57%-245.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $647 | $3,318-80.5% | $4,829-86.6% | $2,565-74.8% |
| Participant deferral / active EE | $3,128 | $5,945-47.4% | $7,352-57.5% | $3,952-20.8% |
| Admin fee / account holder | $714 | $6,933-89.7% | $10,799-93.4% | $6,260-88.6% |