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 | $49,904 | $67,606-26.2% | $82,313-39.4% | $70,131-28.8% |
| Participation rate | 54.4% | 72.8%-18.3pp | 76.9%-22.5pp | 69.5%-15.1pp |
| Annual return | 16.13% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,327 | $1,755+89.6% | $2,428+37.0% | $2,342+42.0% |
| Participant deferral / active EE | $2,314 | $2,987-22.5% | $3,706-37.6% | $3,332-30.6% |
| Admin fee / account holder | $591 | $4,512-86.9% | $5,608-89.5% | $4,645-87.3% |