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 | $51,462 | $60,349-14.7% | $74,183-30.6% | $62,891-18.2% |
| Participation rate | 55.4% | 72.7%-17.3pp | 76.6%-21.2pp | 69.3%-13.9pp |
| Annual return | 7.87% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $488 | $1,680-71.0% | $2,370-79.4% | $2,281-78.6% |
| Participant deferral / active EE | $1,963 | $2,856-31.3% | $3,550-44.7% | $3,203-38.7% |
| Admin fee / account holder | $1,950 | $4,261-54.3% | $5,586-65.1% | $4,296-54.6% |