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 | $60,021 | $80,717-25.6% | $154,803-61.2% | $84,808-29.2% |
| Participation rate | 66.7% | 66.8%-0.1pp | 78.1%-11.4pp | 68.3%-1.6pp |
| Annual return | 14.19% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $905 | $2,761-67.2% | $4,305-79.0% | $2,631-65.6% |
| Participant deferral / active EE | $2,939 | $3,303-11.0% | $5,540-47.0% | $4,212-30.2% |
| Admin fee / account holder | $5,638 | $6,746-16.4% | $14,329-60.7% | $7,344-23.2% |