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 | $66,348 | $84,233-21.2% | $170,442-61.1% | $70,131-5.4% |
| Participation rate | 36.8% | 70.8%-34.0pp | 83.6%-46.8pp | 69.5%-32.7pp |
| Annual return | 17.20% | 23.06%-5.9pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $793 | $3,387-76.6% | $5,433-85.4% | $2,342-66.2% |
| Participant deferral / active EE | $1,526 | $3,086-50.6% | $4,939-69.1% | $3,332-54.2% |
| Admin fee / account holder | $6,135 | $5,698+7.7% | $13,880-55.8% | $4,645+32.1% |