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 | $48,312 | $48,364-0.1% | $71,796-32.7% | $62,891-23.2% |
| Participation rate | 56.7% | 60.6%-4.0pp | 69.1%-12.4pp | 69.3%-12.6pp |
| Annual return | 8.28% | 13.16%-4.9pp | 78.04%-69.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $491 | $1,042-52.9% | $1,924-74.5% | $2,281-78.5% |
| Participant deferral / active EE | $3,224 | $2,091+54.2% | $2,794+15.4% | $3,203+0.7% |
| Admin fee / account holder | $4,159 | $3,771+10.3% | $4,815-13.6% | $4,296-3.2% |