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 | $53,291 | $73,787-27.8% | $98,716-46.0% | $82,448-35.4% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 15.52% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $718 | $1,511-52.5% | $2,279-68.5% | $2,551-71.9% |
| Participant deferral / active EE | $5,026 | $3,081+63.1% | $4,048+24.2% | $4,139+21.4% |
| Admin fee / account holder | $5,575 | $6,500-14.2% | $8,703-35.9% | $7,234-22.9% |