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 | $73,984 | $106,584-30.6% | $101,326-27.0% | $142,382-48.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 81.5%-51.5pp | 80.1%-50.1pp |
| Annual return | 13.95% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,956 | $3,956-25.3% | $3,665-19.4% | $4,299-31.2% |
| Participant deferral / active EE | $5,324 | $8,297-35.8% | $7,994-33.4% | $6,507-18.2% |
| Admin fee / account holder | $7,793 | $11,446-31.9% | $11,185-30.3% | $12,624-38.3% |