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 | $51,154 | $84,233-39.3% | $170,442-70.0% | $70,131-27.1% |
| Participation rate | 68.4% | 70.8%-2.4pp | 83.6%-15.2pp | 69.5%-1.1pp |
| Annual return | 16.10% | 23.06%-7.0pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $409 | $3,387-87.9% | $5,433-92.5% | $2,342-82.6% |
| Participant deferral / active EE | $1,147 | $3,086-62.8% | $4,939-76.8% | $3,332-65.6% |
| Admin fee / account holder | $6,305 | $5,698+10.7% | $13,880-54.6% | $4,645+35.7% |