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 | $55,801 | $54,705+2.0% | $71,209-21.6% | $84,808-34.2% |
| Participation rate | 66.0% | 64.1%+1.9pp | 73.8%-7.8pp | 68.3%-2.3pp |
| Annual return | 16.35% | 35.90%-19.5pp | 282.51%-266.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $292 | $2,158-86.5% | $2,721-89.3% | $2,631-88.9% |
| Participant deferral / active EE | $2,752 | $3,030-9.2% | $4,175-34.1% | $4,212-34.7% |
| Admin fee / account holder | $2,301 | $4,863-52.7% | $5,349-57.0% | $7,344-68.7% |