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 | $53,662 | $71,050-24.5% | $93,606-42.7% | $80,856-33.6% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.6%-7.6pp |
| Annual return | 13.43% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $903 | $1,564-42.3% | $2,420-62.7% | $2,755-67.2% |
| Participant deferral / active EE | $2,390 | $4,034-40.7% | $4,411-45.8% | $4,296-44.4% |
| Admin fee / account holder | $2,846 | $6,945-59.0% | $8,285-65.6% | $6,918-58.9% |