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 | $37,507 | $84,936-55.8% | $111,297-66.3% | $79,386-52.8% |
| Participation rate | 61.5% | 75.9%-14.3pp | 77.3%-15.8pp | 70.7%-9.2pp |
| Annual return | 14.26% | 17.45%-3.2pp | 54.65%-40.4pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,776 | $1,979-10.2% | $2,731-35.0% | $2,427-26.8% |
| Participant deferral / active EE | $3,745 | $3,888-3.7% | $4,487-16.5% | $4,046-7.4% |
| Admin fee / account holder | $1,065 | $537+98.3% | $7,964-86.6% | $626+70.0% |