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 | $28,715 | $53,018-45.8% | $70,014-59.0% | $62,891-54.3% |
| Participation rate | 64.7% | 67.2%-2.5pp | 71.8%-7.1pp | 69.3%-4.6pp |
| Annual return | 12.97% | 13.35%-0.4pp | 12.99%0pp | 20.14%-7.2pp |
| Employer contribution / active EE | $2,101 | $1,799+16.8% | $2,338-10.1% | $2,281-7.9% |
| Participant deferral / active EE | $4,052 | $2,395+69.2% | $2,931+38.3% | $3,203+26.5% |
| Admin fee / account holder | $866 | $3,690-76.5% | $4,380-80.2% | $4,296-79.8% |