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 | $61,919 | $101,724-39.1% | $164,813-62.4% | $80,856-23.4% |
| Participation rate | 56.4% | 71.8%-15.5pp | 78.6%-22.2pp | 67.6%-11.3pp |
| Annual return | 31.14% | 16.72%+14.4pp | 69.93%-38.8pp | 35.59%-4.5pp |
| Employer contribution / active EE | $876 | $2,953-70.4% | $4,341-79.8% | $2,755-68.2% |
| Participant deferral / active EE | $2,084 | $4,477-53.5% | $6,031-65.4% | $4,296-51.5% |
| Admin fee / account holder | $3,083 | $8,227-62.5% | $12,690-75.7% | $6,918-55.4% |