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 | $56,050 | $67,606-17.1% | $82,313-31.9% | $70,131-20.1% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-9.0pp |
| Annual return | 16.17% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $877 | $1,755-50.0% | $2,428-63.9% | $2,342-62.6% |
| Participant deferral / active EE | $1,949 | $2,987-34.7% | $3,706-47.4% | $3,332-41.5% |
| Admin fee / account holder | $2,331 | $4,512-48.3% | $5,608-58.4% | $4,645-49.8% |