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 | $60,928 | $71,050-14.2% | $93,606-34.9% | $80,856-24.6% |
| Participation rate | 43.8% | 60.4%-16.7pp | 68.7%-25.0pp | 67.6%-23.9pp |
| Annual return | 14.04% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $516 | $1,564-67.0% | $2,420-78.7% | $2,755-81.3% |
| Participant deferral / active EE | $3,264 | $4,034-19.1% | $4,411-26.0% | $4,296-24.0% |
| Admin fee / account holder | $8,963 | $6,945+29.1% | $8,285+8.2% | $6,918+29.6% |