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 | $53,562 | $78,705-31.9% | $117,854-54.6% | $70,131-23.6% |
| Participation rate | 68.8% | 73.2%-4.4pp | 79.7%-10.9pp | 69.5%-0.8pp |
| Annual return | 14.93% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $752 | $2,223-66.2% | $3,786-80.1% | $2,342-67.9% |
| Participant deferral / active EE | $3,762 | $3,297+14.1% | $4,482-16.1% | $3,332+12.9% |
| Admin fee / account holder | $324 | $5,065-93.6% | $8,020-96.0% | $4,645-93.0% |