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 | $50,335 | $65,365-23.0% | $92,893-45.8% | $72,985-31.0% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 18.44% | 42.10%-23.7pp | 109.41%-91.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $667 | $2,594-74.3% | $3,653-81.7% | $2,440-72.7% |
| Participant deferral / active EE | $2,900 | $3,128-7.3% | $4,236-31.5% | $3,607-19.6% |
| Admin fee / account holder | $890 | $4,251-79.1% | $5,794-84.6% | $5,124-82.6% |