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 | $49,722 | $76,367-34.9% | $93,606-46.9% | $72,985-31.9% |
| Participation rate | 56.6% | 71.7%-15.1pp | 75.8%-19.2pp | 69.5%-12.9pp |
| Annual return | 17.20% | 25.82%-8.6pp | 32.76%-15.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,050 | $2,275-53.9% | $2,718-61.4% | $2,440-57.0% |
| Participant deferral / active EE | $2,420 | $3,538-31.6% | $4,069-40.5% | $3,607-32.9% |
| Admin fee / account holder | $6,268 | $6,838-8.3% | $7,888-20.5% | $5,124+22.3% |