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 | $26,149 | $81,248-67.8% | $155,509-83.2% | $80,856-67.7% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 15.95% | 33.31%-17.4pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $867 | $3,100-72.0% | $4,672-81.5% | $2,755-68.5% |
| Participant deferral / active EE | $1,129 | $3,452-67.3% | $5,626-79.9% | $4,296-73.7% |
| Admin fee / account holder | $2,931 | $7,997-63.4% | $15,912-81.6% | $6,918-57.6% |