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 | $59,942 | $56,277+6.5% | $80,975-26.0% | $62,891-4.7% |
| Participation rate | 47.2% | 69.0%-21.8pp | 75.8%-28.6pp | 69.3%-22.1pp |
| Annual return | 6.34% | 22.12%-15.8pp | 17.10%-10.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $881 | $1,943-54.7% | $3,714-76.3% | $2,281-61.4% |
| Participant deferral / active EE | $3,232 | $4,195-23.0% | $5,696-43.3% | $3,203+0.9% |
| Admin fee / account holder | $545 | $3,741-85.4% | $5,516-90.1% | $4,296-87.3% |