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 | $53,560 | $58,828-9.0% | $77,999-31.3% | $62,891-14.8% |
| Participation rate | 65.7% | 71.1%-5.3pp | 75.5%-9.8pp | 69.3%-3.6pp |
| Annual return | 7.18% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $976 | $1,672-41.6% | $2,470-60.5% | $2,281-57.2% |
| Participant deferral / active EE | $2,469 | $2,686-8.0% | $3,497-29.4% | $3,203-22.9% |
| Admin fee / account holder | $662 | $4,393-84.9% | $5,480-87.9% | $4,296-84.6% |