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 | $57,230 | $58,828-2.7% | $77,999-26.6% | $62,891-9.0% |
| Participation rate | 69.6% | 71.1%-1.5pp | 75.5%-6.0pp | 69.3%+0.3pp |
| Annual return | 8.22% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $583 | $1,672-65.1% | $2,470-76.4% | $2,281-74.5% |
| Participant deferral / active EE | $3,004 | $2,686+11.8% | $3,497-14.1% | $3,203-6.2% |
| Admin fee / account holder | $3,337 | $4,393-24.0% | $5,480-39.1% | $4,296-22.3% |