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 | $60,511 | $65,395-7.5% | $182,532-66.8% | $72,985-17.1% |
| Participation rate | 63.0% | 65.4%-2.5pp | 78.0%-15.0pp | 69.5%-6.5pp |
| Annual return | 18.59% | 27.68%-9.1pp | 148.54%-129.9pp | 81.00%-62.4pp |
| Employer contribution / active EE | $367 | $1,911-80.8% | $4,076-91.0% | $2,440-85.0% |
| Participant deferral / active EE | $3,005 | $3,563-15.7% | $5,524-45.6% | $3,607-16.7% |
| Admin fee / account holder | $570 | $4,245-86.6% | $8,592-93.4% | $5,124-88.9% |