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 | $51,277 | $66,098-22.4% | $101,794-49.6% | $74,304-31.0% |
| Participation rate | 52.4% | 53.8%-1.3pp | 69.2%-16.8pp | 60.3%-7.9pp |
| Annual return | 23.27% | 19.59%+3.7pp | 30.53%-7.3pp | 29.43%-6.2pp |
| Employer contribution / active EE | $575 | $1,082-46.9% | $2,289-74.9% | $2,241-74.4% |
| Participant deferral / active EE | $3,355 | $2,781+20.6% | $4,084-17.9% | $3,767-10.9% |
| Admin fee / account holder | $4,237 | $4,146+2.2% | $8,777-51.7% | $2,969+42.7% |