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 | $71,899 | $84,233-14.6% | $170,442-57.8% | $70,131+2.5% |
| Participation rate | 43.9% | 70.8%-27.0pp | 83.6%-39.7pp | 69.5%-25.7pp |
| Annual return | 14.32% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $886 | $3,387-73.8% | $5,433-83.7% | $2,342-62.2% |
| Participant deferral / active EE | $3,455 | $3,086+12.0% | $4,939-30.1% | $3,332+3.7% |
| Admin fee / account holder | $5,659 | $5,698-0.7% | $13,880-59.2% | $4,645+21.8% |