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 | $55,927 | $100,923-44.6% | $150,045-62.7% | $74,304-24.7% |
| Participation rate | 63.3% | 70.1%-6.7pp | 82.3%-19.0pp | 60.3%+3.0pp |
| Annual return | 14.74% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $745 | $3,463-78.5% | $4,693-84.1% | $2,241-66.8% |
| Participant deferral / active EE | $2,843 | $6,709-57.6% | $7,997-64.5% | $3,767-24.5% |
| Admin fee / account holder | $3,194 | $2,767+15.4% | $13,435-76.2% | $2,969+7.6% |