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 | $26,075 | $72,012-63.8% | $185,823-86.0% | $79,858-67.3% |
| Participation rate | 59.3% | 65.8%-6.4pp | 78.0%-18.7pp | 69.6%-10.3pp |
| Annual return | 14.90% | 23.12%-8.2pp | 35.95%-21.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $670 | $1,965-65.9% | $4,087-83.6% | $2,471-72.9% |
| Participant deferral / active EE | $2,120 | $3,779-43.9% | $5,632-62.4% | $3,740-43.3% |
| Admin fee / account holder | $5,392 | $4,513+19.5% | $9,500-43.2% | $5,306+1.6% |