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 | $50,555 | $80,673-37.3% | $101,326-50.1% | $84,808-40.4% |
| Participation rate | 53.1% | 77.8%-24.7pp | 81.5%-28.4pp | 68.3%-15.2pp |
| Annual return | 16.70% | 38.95%-22.3pp | 36.82%-20.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $461 | $2,698-82.9% | $3,665-87.4% | $2,631-82.5% |
| Participant deferral / active EE | $6,750 | $6,840-1.3% | $7,994-15.6% | $4,212+60.3% |
| Admin fee / account holder | $6,348 | $12,784-50.3% | $11,185-43.2% | $7,344-13.6% |