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 | $50,838 | $80,717-37.0% | $154,803-67.2% | $84,808-40.1% |
| Participation rate | 60.8% | 66.8%-6.0pp | 78.1%-17.3pp | 68.3%-7.5pp |
| Annual return | 16.10% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $999 | $2,761-63.8% | $4,305-76.8% | $2,631-62.0% |
| Participant deferral / active EE | $3,352 | $3,303+1.5% | $5,540-39.5% | $4,212-20.4% |
| Admin fee / account holder | $956 | $6,746-85.8% | $14,329-93.3% | $7,344-87.0% |