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 | $55,315 | $65,041-15.0% | $90,951-39.2% | $79,858-30.7% |
| Participation rate | 34.8% | 61.6%-26.8pp | 69.0%-34.2pp | 69.6%-34.9pp |
| Annual return | 14.24% | 30.45%-16.2pp | 134.60%-120.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $306 | $1,247-75.4% | $2,122-85.6% | $2,471-87.6% |
| Participant deferral / active EE | $2,042 | $2,512-18.7% | $3,373-39.5% | $3,740-45.4% |
| Admin fee / account holder | $3,776 | $4,536-16.8% | $5,959-36.6% | $5,306-28.8% |