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 | $48,386 | $72,277-33.1% | $101,248-52.2% | $79,858-39.4% |
| Participation rate | 62.9% | 68.5%-5.6pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 11.86% | 22.30%-10.4pp | 46.47%-34.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $975 | $2,692-63.8% | $3,660-73.4% | $2,471-60.5% |
| Participant deferral / active EE | $3,802 | $3,282+15.9% | $4,370-13.0% | $3,740+1.7% |
| Admin fee / account holder | $936 | $4,400-78.7% | $5,945-84.3% | $5,306-82.4% |