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 | $52,798 | $78,520-32.8% | $96,576-45.3% | $82,448-36.0% |
| Participation rate | 66.7% | 77.7%-11.1pp | 81.4%-14.8pp | 68.1%-1.4pp |
| Annual return | 17.91% | 41.30%-23.4pp | 38.47%-20.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $923 | $2,630-64.9% | $3,553-74.0% | $2,551-63.8% |
| Participant deferral / active EE | $3,358 | $6,754-50.3% | $7,956-57.8% | $4,139-18.9% |
| Admin fee / account holder | $7,518 | $13,455-44.1% | $11,381-33.9% | $7,234+3.9% |