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 | $64,863 | $84,527-23.3% | $67,711-4.2% | $125,391-48.3% |
| Participation rate | 54.2% | 74.8%-20.6pp | 67.5%-13.4pp | 83.2%-29.0pp |
| Annual return | 2.31% | 2.57%-0.3pp | 25.41%-23.1pp | 282.22%-279.9pp |
| Employer contribution / active EE | $896 | $3,292-72.8% | $2,559-65.0% | $4,866-81.6% |
| Participant deferral / active EE | $2,864 | $4,429-35.3% | $3,585-20.1% | $5,352-46.5% |
| Admin fee / account holder | $5,964 | $5,340+11.7% | $4,255+40.2% | $9,540-37.5% |