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 | $53,214 | $81,248-34.5% | $155,509-65.8% | $80,856-34.2% |
| Participation rate | 59.1% | 66.2%-7.1pp | 78.2%-19.1pp | 67.6%-8.5pp |
| Annual return | 14.33% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $927 | $3,100-70.1% | $4,672-80.2% | $2,755-66.3% |
| Participant deferral / active EE | $2,845 | $3,452-17.6% | $5,626-49.4% | $4,296-33.8% |
| Admin fee / account holder | $3,024 | $7,997-62.2% | $15,912-81.0% | $6,918-56.3% |