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 | $50,123 | $70,428-28.8% | $96,562-48.1% | $85,850-41.6% |
| Participation rate | 60.0% | 61.8%-1.8pp | 69.8%-9.8pp | 69.3%-9.3pp |
| Annual return | 14.56% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $286 | $1,413-79.8% | $2,356-87.9% | $2,565-88.9% |
| Participant deferral / active EE | $2,865 | $2,894-1.0% | $3,849-25.6% | $3,952-27.5% |
| Admin fee / account holder | $993 | $4,997-80.1% | $6,181-83.9% | $6,260-84.1% |