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 | $40,101 | $39,122+2.5% | $57,179-29.9% | $62,891-36.2% |
| Participation rate | 56.8% | 70.5%-13.7pp | 75.3%-18.6pp | 69.3%-12.5pp |
| Annual return | 7.33% | 9.23%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $399 | $1,874-78.7% | $2,682-85.1% | $2,281-82.5% |
| Participant deferral / active EE | $3,132 | $2,374+31.9% | $3,096+1.1% | $3,203-2.2% |
| Admin fee / account holder | $3,812 | $2,592+47.1% | $3,139+21.4% | $4,296-11.3% |