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 | $81,356 | $94,625-14.0% | $116,228-30.0% | $84,808-4.1% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.6%-28.4pp | 68.3%-22.2pp |
| Annual return | 16.23% | 20.40%-4.2pp | 90.06%-73.8pp | 40.90%-24.7pp |
| Employer contribution / active EE | $799 | $2,347-66.0% | $2,994-73.3% | $2,631-69.6% |
| Participant deferral / active EE | $4,669 | $3,972+17.5% | $4,953-5.7% | $4,212+10.9% |
| Admin fee / account holder | $1,938 | $10,091-80.8% | $11,989-83.8% | $7,344-73.6% |