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 | $52,912 | $55,453-4.6% | $170,442-69.0% | $62,292-15.1% |
| Participation rate | 61.3% | 66.4%-5.0pp | 83.6%-22.3pp | 69.5%-8.2pp |
| Annual return | 20.48% | 21.38%-0.9pp | 205.93%-185.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $834 | $2,164-61.5% | $5,433-84.7% | $2,042-59.2% |
| Participant deferral / active EE | $4,367 | $2,303+89.7% | $4,939-11.6% | $3,169+37.8% |
| Admin fee / account holder | $2,986 | $455+556.2% | $13,880-78.5% | $479+522.9% |