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 | $76,150 | $153,311-50.3% | $109,313-30.3% | $273,961-72.2% |
| Participation rate | 58.3% | 80.1%-21.8pp | 71.3%-12.9pp | 83.0%-24.7pp |
| Annual return | 6.50% | 29.86%-23.4pp | 22.07%-15.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $416 | $5,619-92.6% | $3,892-89.3% | $4,869-91.5% |
| Participant deferral / active EE | $1,883 | $3,932-52.1% | $3,166-40.5% | $5,287-64.4% |
| Admin fee / account holder | $2,807 | $8,076-65.2% | $5,666-50.5% | $10,132-72.3% |