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 | $39,500 | $91,552-56.9% | $133,956-70.5% | $79,858-50.5% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.8pp |
| Annual return | 11.84% | 61.85%-50.0pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $893 | $2,384-62.5% | $3,919-77.2% | $2,471-63.9% |
| Participant deferral / active EE | $2,677 | $3,733-28.3% | $5,048-47.0% | $3,740-28.4% |
| Admin fee / account holder | $1,503 | $6,321-76.2% | $8,927-83.2% | $5,306-71.7% |