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 | $67,419 | $101,883-33.8% | $453,369-85.1% | $85,850-21.5% |
| Participation rate | 40.0% | 72.3%-32.3pp | 78.0%-38.0pp | 69.3%-29.3pp |
| Annual return | 16.31% | 25.38%-9.1pp | 64.40%-48.1pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,889 | $2,847-33.7% | $4,070-53.6% | $2,565-26.4% |
| Participant deferral / active EE | $3,834 | $4,782-19.8% | $6,209-38.3% | $3,952-3.0% |
| Admin fee / account holder | $1,535 | $5,706-73.1% | $11,209-86.3% | $6,260-75.5% |