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 | $53,053 | $84,233-37.0% | $170,442-68.9% | $70,131-24.4% |
| Participation rate | 58.7% | 70.8%-12.1pp | 83.6%-24.9pp | 69.5%-10.8pp |
| Annual return | 16.48% | 23.06%-6.6pp | 205.93%-189.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $779 | $3,387-77.0% | $5,433-85.7% | $2,342-66.7% |
| Participant deferral / active EE | $2,124 | $3,086-31.2% | $4,939-57.0% | $3,332-36.3% |
| Admin fee / account holder | $2,474 | $5,698-56.6% | $13,880-82.2% | $4,645-46.7% |