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 | $43,867 | $58,828-25.4% | $77,999-43.8% | $62,891-30.2% |
| Participation rate | 65.3% | 71.1%-5.8pp | 75.5%-10.2pp | 69.3%-4.0pp |
| Annual return | 10.51% | 17.16%-6.7pp | 425.96%-415.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $510 | $1,672-69.5% | $2,470-79.4% | $2,281-77.7% |
| Participant deferral / active EE | $3,829 | $2,686+42.6% | $3,497+9.5% | $3,203+19.5% |
| Admin fee / account holder | $1,400 | $4,393-68.1% | $5,480-74.5% | $4,296-67.4% |