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 | $69,153 | $110,502-37.4% | $80,716-14.3% | $167,490-58.7% |
| Participation rate | 35.0% | 64.0%-29.0pp | 54.2%-19.2pp | 82.1%-47.1pp |
| Annual return | 15.48% | 120.54%-105.1pp | 87.28%-71.8pp | 478.56%-463.1pp |
| Employer contribution / active EE | $746 | $1,543-51.7% | $1,160-35.7% | $4,837-84.6% |
| Participant deferral / active EE | $2,810 | $2,871-2.1% | $2,146+31.0% | $6,341-55.7% |
| Admin fee / account holder | $2,465 | $4,545-45.8% | $3,380-27.1% | $12,309-80.0% |