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 | $57,553 | $95,193-39.5% | $76,523-24.8% | $135,375-57.5% |
| Participation rate | 63.2% | 74.4%-11.2pp | 68.0%-4.8pp | 82.6%-19.5pp |
| Annual return | 5.46% | 4.85%+0.6pp | -0.27%+5.7pp | 519.73%-514.3pp |
| Employer contribution / active EE | $1,136 | $3,302-65.6% | $2,647-57.1% | $4,779-76.2% |
| Participant deferral / active EE | $2,391 | $4,639-48.5% | $3,835-37.7% | $5,609-57.4% |
| Admin fee / account holder | $3,106 | $6,249-50.3% | $4,848-35.9% | $10,827-71.3% |