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 | $55,980 | $65,246-14.2% | $98,716-43.3% | $67,986-17.7% |
| Participation rate | 69.1% | 51.4%+17.7pp | 69.3%-0.2pp | 57.2%+11.9pp |
| Annual return | 18.91% | 20.58%-1.7pp | 31.81%-12.9pp | 31.67%-12.8pp |
| Employer contribution / active EE | $895 | $1,042-14.1% | $2,279-60.7% | $2,019-55.7% |
| Participant deferral / active EE | $2,311 | $2,594-10.9% | $4,048-42.9% | $3,358-31.2% |
| Admin fee / account holder | $5,956 | $4,561+30.6% | $8,703-31.6% | $3,203+85.9% |