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 | $53,489 | $94,625-43.5% | $116,228-54.0% | $84,808-36.9% |
| Participation rate | 56.9% | 70.4%-13.5pp | 74.6%-17.6pp | 68.3%-11.4pp |
| Annual return | 13.54% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $903 | $2,347-61.5% | $2,994-69.9% | $2,631-65.7% |
| Participant deferral / active EE | $4,216 | $3,972+6.1% | $4,953-14.9% | $4,212+0.1% |
| Admin fee / account holder | $2,069 | $10,091-79.5% | $11,989-82.7% | $7,344-71.8% |