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 | $55,284 | $80,717-31.5% | $154,803-64.3% | $84,808-34.8% |
| Participation rate | 57.3% | 66.8%-9.5pp | 78.1%-20.7pp | 68.3%-11.0pp |
| Annual return | 15.55% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $810 | $2,761-70.7% | $4,305-81.2% | $2,631-69.2% |
| Participant deferral / active EE | $1,952 | $3,303-40.9% | $5,540-64.8% | $4,212-53.6% |
| Admin fee / account holder | $1,529 | $6,746-77.3% | $14,329-89.3% | $7,344-79.2% |