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 | $69,170 | $109,881-37.0% | $150,045-53.9% | $84,808-18.4% |
| Participation rate | 54.7% | 76.1%-21.3pp | 82.3%-27.6pp | 68.3%-13.6pp |
| Annual return | 16.31% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,935 | $3,561-45.7% | $4,693-58.8% | $2,631-26.5% |
| Participant deferral / active EE | $3,244 | $6,636-51.1% | $7,997-59.4% | $4,212-23.0% |
| Admin fee / account holder | $6,385 | $8,568-25.5% | $13,435-52.5% | $7,344-13.1% |