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 | $51,002 | $72,492-29.6% | $87,100-41.4% | $72,985-30.1% |
| Participation rate | 60.3% | 72.8%-12.5pp | 76.9%-16.6pp | 69.5%-9.2pp |
| Annual return | 27.17% | 24.46%+2.7pp | 28.19%-1.0pp | 81.00%-53.8pp |
| Employer contribution / active EE | $700 | $1,894-63.0% | $2,521-72.2% | $2,440-71.3% |
| Participant deferral / active EE | $1,806 | $3,270-44.8% | $4,049-55.4% | $3,607-49.9% |
| Admin fee / account holder | $2,383 | $5,055-52.8% | $7,497-68.2% | $5,124-53.5% |