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 | $61,323 | $56,060+9.4% | $76,002-19.3% | $80,874-24.2% |
| Participation rate | 37.7% | 62.0%-24.3pp | 69.1%-31.4pp | 67.6%-29.9pp |
| Annual return | 14.80% | 20.54%-5.7pp | 360.07%-345.3pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,149 | $1,873-38.7% | $2,688-57.3% | $2,756-58.3% |
| Participant deferral / active EE | $2,490 | $3,051-18.4% | $4,257-41.5% | $4,297-42.1% |
| Admin fee / account holder | $1,695 | $5,237-67.6% | $6,414-73.6% | $6,935-75.6% |