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 | $53,720 | $58,512-8.2% | $84,015-36.1% | $72,985-26.4% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 21.08% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $707 | $1,163-39.2% | $1,983-64.3% | $2,440-71.0% |
| Participant deferral / active EE | $1,689 | $2,394-29.5% | $3,239-47.9% | $3,607-53.2% |
| Admin fee / account holder | $5,408 | $4,569+18.4% | $6,101-11.4% | $5,124+5.5% |