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 | $66,060 | $106,515-38.0% | $96,683-31.7% | $139,434-52.6% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.3%-13.5pp | 80.3%-19.4pp |
| Annual return | 12.72% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,294 | $4,103-68.4% | $3,737-65.4% | $4,751-72.8% |
| Participant deferral / active EE | $2,554 | $5,454-53.2% | $4,878-47.7% | $6,710-61.9% |
| Admin fee / account holder | $9,444 | $7,877+19.9% | $6,730+40.3% | $11,403-17.2% |