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 | $54,559 | $71,050-23.2% | $93,606-41.7% | $80,856-32.5% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.6%-13.4pp |
| Annual return | 17.02% | 11.26%+5.8pp | 133.20%-116.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,119 | $1,564-28.4% | $2,420-53.8% | $2,755-59.4% |
| Participant deferral / active EE | $2,844 | $4,034-29.5% | $4,411-35.5% | $4,296-33.8% |
| Admin fee / account holder | $6,733 | $6,945-3.0% | $8,285-18.7% | $6,918-2.7% |