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 | $59,621 | $72,012-17.2% | $185,823-67.9% | $79,858-25.3% |
| Participation rate | 56.7% | 65.8%-9.1pp | 78.0%-21.4pp | 69.6%-13.0pp |
| Annual return | 19.23% | 23.12%-3.9pp | 35.95%-16.7pp | 31.71%-12.5pp |
| Employer contribution / active EE | $950 | $1,965-51.6% | $4,087-76.8% | $2,471-61.5% |
| Participant deferral / active EE | $3,752 | $3,779-0.7% | $5,632-33.4% | $3,740+0.3% |
| Admin fee / account holder | $3,121 | $4,513-30.8% | $9,500-67.2% | $5,306-41.2% |