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 | $62,925 | $65,365-3.7% | $92,893-32.3% | $72,985-13.8% |
| Participation rate | 59.0% | 68.3%-9.3pp | 76.0%-17.0pp | 69.5%-10.5pp |
| Annual return | 20.18% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $728 | $2,594-71.9% | $3,653-80.1% | $2,440-70.2% |
| Participant deferral / active EE | $4,050 | $3,128+29.5% | $4,236-4.4% | $3,607+12.3% |
| Admin fee / account holder | $2,926 | $4,251-31.2% | $5,794-49.5% | $5,124-42.9% |