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 | $38,840 | $54,762-29.1% | $90,281-57.0% | $72,985-46.8% |
| Participation rate | 63.6% | 65.1%-1.5pp | 73.3%-9.6pp | 69.5%-5.8pp |
| Annual return | 27.31% | 30.63%-3.3pp | 78.10%-50.8pp | 81.00%-53.7pp |
| Employer contribution / active EE | $801 | $2,092-61.7% | $2,854-71.9% | $2,440-67.2% |
| Participant deferral / active EE | $2,672 | $2,887-7.5% | $3,885-31.2% | $3,607-25.9% |
| Admin fee / account holder | $6,990 | $3,972+76.0% | $5,351+30.6% | $5,124+36.4% |