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 | $31,107 | $72,277-57.0% | $101,248-69.3% | $79,858-61.0% |
| Participation rate | 51.4% | 68.5%-17.0pp | 75.8%-24.4pp | 69.6%-18.2pp |
| Annual return | 19.15% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,592 | $2,692-40.8% | $3,660-56.5% | $2,471-35.6% |
| Participant deferral / active EE | $2,703 | $3,282-17.6% | $4,370-38.2% | $3,740-27.7% |
| Admin fee / account holder | $5,664 | $4,400+28.7% | $5,945-4.7% | $5,306+6.7% |