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 | $41,301 | $54,705-24.5% | $71,209-42.0% | $84,808-51.3% |
| Participation rate | 64.8% | 64.1%+0.8pp | 73.8%-8.9pp | 68.3%-3.5pp |
| Annual return | 15.04% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $986 | $2,158-54.3% | $2,721-63.8% | $2,631-62.5% |
| Participant deferral / active EE | $2,871 | $3,030-5.3% | $4,175-31.2% | $4,212-31.8% |
| Admin fee / account holder | $1,020 | $4,863-79.0% | $5,349-80.9% | $7,344-86.1% |