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 | $51,942 | $67,606-23.2% | $82,313-36.9% | $70,131-25.9% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.9%-18.8pp | 69.5%-11.5pp |
| Annual return | 18.20% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,521 | $1,755-13.3% | $2,428-37.3% | $2,342-35.1% |
| Participant deferral / active EE | $3,659 | $2,987+22.5% | $3,706-1.3% | $3,332+9.8% |
| Admin fee / account holder | $1,300 | $4,512-71.2% | $5,608-76.8% | $4,645-72.0% |