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 | $55,455 | $93,071-40.4% | $74,583-25.6% | $273,961-79.8% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 8.11% | 26.18%-18.1pp | 20.47%-12.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $979 | $3,160-69.0% | $2,525-61.2% | $4,869-79.9% |
| Participant deferral / active EE | $7,853 | $4,160+88.8% | $3,458+127.1% | $5,287+48.5% |
| Admin fee / account holder | $326 | $5,272-93.8% | $4,138-92.1% | $10,132-96.8% |