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 | $73,359 | $132,239-44.5% | $105,722-30.6% | $273,961-73.2% |
| Participation rate | 62.5% | 83.2%-20.7pp | 78.9%-16.4pp | 83.0%-20.5pp |
| Annual return | 5.45% | 10.07%-4.6pp | 12.25%-6.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,959 | $4,867-59.7% | $4,079-52.0% | $4,869-59.8% |
| Participant deferral / active EE | $2,843 | $6,233-54.4% | $5,326-46.6% | $5,287-46.2% |
| Admin fee / account holder | $646 | $12,032-94.6% | $8,308-92.2% | $10,132-93.6% |