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 | $78,520-35.6% | $96,576-47.7% | $82,448-38.7% |
| Participation rate | 53.1% | 77.7%-24.6pp | 81.4%-28.3pp | 68.1%-14.9pp |
| Annual return | 16.70% | 41.30%-24.6pp | 38.47%-21.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $461 | $2,630-82.5% | $3,553-87.0% | $2,551-81.9% |
| Participant deferral / active EE | $6,750 | $6,754-0.1% | $7,956-15.2% | $4,139+63.1% |
| Admin fee / account holder | $6,348 | $13,455-52.8% | $11,381-44.2% | $7,234-12.3% |