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 | $55,628 | $108,825-48.9% | $156,181-64.4% | $82,448-32.5% |
| Participation rate | 65.4% | 72.4%-7.0pp | 78.8%-13.4pp | 68.1%-2.7pp |
| Annual return | 14.85% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $890 | $2,870-69.0% | $4,294-79.3% | $2,551-65.1% |
| Participant deferral / active EE | $2,480 | $4,577-45.8% | $6,132-59.6% | $4,139-40.1% |
| Admin fee / account holder | $10,048 | $9,341+7.6% | $14,586-31.1% | $7,234+38.9% |