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 | $53,418 | $76,367-30.1% | $93,606-42.9% | $72,985-26.8% |
| Participation rate | 58.3% | 71.7%-13.4pp | 75.8%-17.5pp | 69.5%-11.2pp |
| Annual return | 24.71% | 25.82%-1.1pp | 32.76%-8.0pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,673 | $2,275-26.5% | $2,718-38.5% | $2,440-31.4% |
| Participant deferral / active EE | $2,541 | $3,538-28.2% | $4,069-37.6% | $3,607-29.6% |
| Admin fee / account holder | $3,335 | $6,838-51.2% | $7,888-57.7% | $5,124-34.9% |