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 | $58,941 | $80,717-27.0% | $154,803-61.9% | $84,808-30.5% |
| Participation rate | 53.3% | 66.8%-13.5pp | 78.1%-24.7pp | 68.3%-15.0pp |
| Annual return | 14.31% | 37.96%-23.6pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $540 | $2,761-80.5% | $4,305-87.5% | $2,631-79.5% |
| Participant deferral / active EE | $886 | $3,303-73.2% | $5,540-84.0% | $4,212-79.0% |
| Admin fee / account holder | $1,393 | $6,746-79.4% | $14,329-90.3% | $7,344-81.0% |