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 | $43,120 | $78,422-45.0% | $95,952-55.1% | $79,858-46.0% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.2pp |
| Annual return | 18.07% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $754 | $1,945-61.2% | $2,541-70.3% | $2,471-69.5% |
| Participant deferral / active EE | $3,634 | $3,440+5.6% | $4,167-12.8% | $3,740-2.8% |
| Admin fee / account holder | $3,229 | $5,622-42.6% | $6,795-52.5% | $5,306-39.1% |