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 | $83,107 | $101,724-18.3% | $164,813-49.6% | $80,856+2.8% |
| Participation rate | 66.2% | 71.8%-5.7pp | 78.6%-12.4pp | 67.6%-1.5pp |
| Annual return | 16.17% | 16.72%-0.5pp | 69.93%-53.8pp | 35.59%-19.4pp |
| Employer contribution / active EE | $958 | $2,953-67.6% | $4,341-77.9% | $2,755-65.2% |
| Participant deferral / active EE | $5,154 | $4,477+15.1% | $6,031-14.5% | $4,296+20.0% |
| Admin fee / account holder | $883 | $8,227-89.3% | $12,690-93.0% | $6,918-87.2% |