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 | $61,989 | $127,065-51.2% | $113,168-45.2% | $142,382-56.5% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 11.09% | 24.03%-12.9pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,387 | $3,442-59.7% | $2,975-53.4% | $4,299-67.7% |
| Participant deferral / active EE | $3,061 | $5,716-46.5% | $5,107-40.1% | $6,507-53.0% |
| Admin fee / account holder | $12,775 | $15,736-18.8% | $12,068+5.9% | $12,624+1.2% |