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 | $73,632 | $109,413-32.7% | $156,263-52.9% | $84,808-13.2% |
| Participation rate | 55.2% | 72.7%-17.5pp | 78.9%-23.7pp | 68.3%-13.1pp |
| Annual return | 18.29% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,105 | $2,907-62.0% | $4,333-74.5% | $2,631-58.0% |
| Participant deferral / active EE | $3,478 | $4,590-24.2% | $6,158-43.5% | $4,212-17.4% |
| Admin fee / account holder | $552 | $9,357-94.1% | $14,255-96.1% | $7,344-92.5% |