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 | $50,221 | $84,233-40.4% | $170,442-70.5% | $70,131-28.4% |
| Participation rate | 54.3% | 70.8%-16.5pp | 83.6%-29.3pp | 69.5%-15.2pp |
| Annual return | 16.78% | 23.06%-6.3pp | 205.93%-189.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,845 | $3,387-45.5% | $5,433-66.0% | $2,342-21.2% |
| Participant deferral / active EE | $3,703 | $3,086+20.0% | $4,939-25.0% | $3,332+11.1% |
| Admin fee / account holder | $8,218 | $5,698+44.2% | $13,880-40.8% | $4,645+76.9% |