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 | $65,331 | $80,968-19.3% | $96,544-32.3% | $75,163-13.1% |
| Participation rate | 63.8% | 71.8%-8.0pp | 76.0%-12.2pp | 67.2%-3.4pp |
| Annual return | 17.17% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $960 | $2,282-57.9% | $2,965-67.6% | $2,670-64.1% |
| Participant deferral / active EE | $6,070 | $3,928+54.5% | $4,851+25.1% | $4,125+47.2% |
| Admin fee / account holder | $907 | $6,724-86.5% | $8,252-89.0% | $5,651-83.9% |