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 | $50,970 | $84,233-39.5% | $170,442-70.1% | $70,131-27.3% |
| Participation rate | 65.4% | 70.8%-5.4pp | 83.6%-18.2pp | 69.5%-4.2pp |
| Annual return | 13.32% | 23.06%-9.7pp | 205.93%-192.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $834 | $3,387-75.4% | $5,433-84.6% | $2,342-64.4% |
| Participant deferral / active EE | $2,523 | $3,086-18.2% | $4,939-48.9% | $3,332-24.3% |
| Admin fee / account holder | $9,308 | $5,698+63.4% | $13,880-32.9% | $4,645+100.4% |