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 | $70,332 | $106,749-34.1% | $145,433-51.6% | $82,448-14.7% |
| Participation rate | 67.6% | 75.6%-8.0pp | 82.1%-14.5pp | 68.1%-0.4pp |
| Annual return | 14.24% | 27.59%-13.4pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,707 | $3,444-50.4% | $4,554-62.5% | $2,551-33.1% |
| Participant deferral / active EE | $3,018 | $6,519-53.7% | $7,897-61.8% | $4,139-27.1% |
| Admin fee / account holder | $6,231 | $8,390-25.7% | $13,129-52.5% | $7,234-13.9% |