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 | $63,676 | $94,625-32.7% | $116,228-45.2% | $84,808-24.9% |
| Participation rate | 57.5% | 70.4%-13.0pp | 74.6%-17.1pp | 68.3%-10.8pp |
| Annual return | 33.76% | 20.40%+13.4pp | 90.06%-56.3pp | 40.90%-7.1pp |
| Employer contribution / active EE | $2,065 | $2,347-12.0% | $2,994-31.0% | $2,631-21.5% |
| Participant deferral / active EE | $3,228 | $3,972-18.7% | $4,953-34.8% | $4,212-23.4% |
| Admin fee / account holder | $3,639 | $10,091-63.9% | $11,989-69.6% | $7,344-50.4% |