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 | $37,969 | $70,428-46.1% | $96,562-60.7% | $85,850-55.8% |
| Participation rate | 50.8% | 61.8%-11.0pp | 69.8%-19.0pp | 69.3%-18.5pp |
| Annual return | 14.73% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $745 | $1,413-47.3% | $2,356-68.4% | $2,565-71.0% |
| Participant deferral / active EE | $2,507 | $2,894-13.3% | $3,849-34.9% | $3,952-36.5% |
| Admin fee / account holder | $4,995 | $4,9970% | $6,181-19.2% | $6,260-20.2% |