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 | $106,749-35.2% | $145,433-52.4% | $82,448-16.1% |
| Participation rate | 54.7% | 75.6%-20.9pp | 82.1%-27.4pp | 68.1%-13.3pp |
| Annual return | 16.31% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,935 | $3,444-43.8% | $4,554-57.5% | $2,551-24.2% |
| Participant deferral / active EE | $3,244 | $6,519-50.2% | $7,897-58.9% | $4,139-21.6% |
| Admin fee / account holder | $6,385 | $8,390-23.9% | $13,129-51.4% | $7,234-11.7% |