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 | $58,556 | $61,272-4.4% | $149,673-60.9% | $71,457-18.1% |
| Participation rate | 56.8% | 62.5%-5.7pp | 78.8%-22.0pp | 67.9%-11.1pp |
| Annual return | 15.97% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $593 | $2,378-75.1% | $4,818-87.7% | $2,588-77.1% |
| Participant deferral / active EE | $3,383 | $2,917+16.0% | $5,680-40.4% | $4,289-21.1% |
| Admin fee / account holder | $3,545 | $1,261+181.0% | $13,210-73.2% | $1,587+123.3% |