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 | $75,868 | $109,413-30.7% | $156,263-51.4% | $84,808-10.5% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.5pp | 68.3%-16.9pp |
| Annual return | 14.18% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,687 | $2,907-42.0% | $4,333-61.1% | $2,631-35.9% |
| Participant deferral / active EE | $3,404 | $4,590-25.8% | $6,158-44.7% | $4,212-19.2% |
| Admin fee / account holder | $7,474 | $9,357-20.1% | $14,255-47.6% | $7,344+1.8% |