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 | $54,021 | $74,927-27.9% | $101,794-46.9% | $84,808-36.3% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.2%-6.7pp | 68.3%-5.8pp |
| Annual return | 14.39% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,234 | $3,099+4.4% | $4,084-20.8% | $4,212-23.2% |
| Admin fee / account holder | $1,617 | $6,514-75.2% | $8,777-81.6% | $7,344-78.0% |