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 | $54,401 | $72,012-24.5% | $185,823-70.7% | $79,858-31.9% |
| Participation rate | 62.1% | 65.8%-3.7pp | 78.0%-16.0pp | 69.6%-7.6pp |
| Annual return | 12.48% | 23.12%-10.6pp | 35.95%-23.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $661 | $1,965-66.4% | $4,087-83.8% | $2,471-73.3% |
| Participant deferral / active EE | $7,528 | $3,779+99.2% | $5,632+33.7% | $3,740+101.3% |
| Admin fee / account holder | $4,267 | $4,513-5.4% | $9,500-55.1% | $5,306-19.6% |