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 | $52,469 | $80,968-35.2% | $96,544-45.7% | $75,163-30.2% |
| Participation rate | 62.8% | 71.8%-9.0pp | 76.0%-13.2pp | 67.2%-4.4pp |
| Annual return | 16.64% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $912 | $2,282-60.0% | $2,965-69.2% | $2,670-65.8% |
| Participant deferral / active EE | $3,291 | $3,928-16.2% | $4,851-32.2% | $4,125-20.2% |
| Admin fee / account holder | $505 | $6,724-92.5% | $8,252-93.9% | $5,651-91.1% |