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 | $74,844 | $87,540-14.5% | $75,781-1.2% | $125,391-40.3% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | 1.32% | 13.48%-12.2pp | 9.68%-8.4pp | 282.22%-280.9pp |
| Employer contribution / active EE | $872 | $3,930-77.8% | $3,323-73.8% | $4,866-82.1% |
| Participant deferral / active EE | $4,242 | $4,229+0.3% | $3,651+16.2% | $5,352-20.7% |
| Admin fee / account holder | $2,008 | $6,502-69.1% | $5,299-62.1% | $9,540-79.0% |