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 | $67,658 | $111,754-39.5% | $103,333-34.5% | $145,922-53.6% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,519 | $4,212-40.2% | $3,868-34.9% | $4,660-45.9% |
| Participant deferral / active EE | $4,691 | $5,619-16.5% | $5,057-7.2% | $6,688-29.9% |
| Admin fee / account holder | $5,831 | $9,750-40.2% | $8,355-30.2% | $13,397-56.5% |