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 | $51,499 | $56,054-8.1% | $171,082-69.9% | $62,891-18.1% |
| Participation rate | 54.3% | 62.9%-8.6pp | 76.7%-22.4pp | 69.3%-15.0pp |
| Annual return | 5.88% | 22.52%-16.6pp | 32.56%-26.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $468 | $1,731-73.0% | $4,002-88.3% | $2,281-79.5% |
| Participant deferral / active EE | $3,796 | $3,158+20.2% | $4,797-20.9% | $3,203+18.5% |
| Admin fee / account holder | $9,039 | $3,647+147.9% | $8,520+6.1% | $4,296+110.4% |