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 | $51,986 | $51,175+1.6% | $70,515-26.3% | $75,163-30.8% |
| Participation rate | 48.3% | 60.9%-12.7pp | 68.3%-20.1pp | 67.2%-18.9pp |
| Annual return | 17.57% | 30.02%-12.4pp | 32.77%-15.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $394 | $1,826-78.4% | $2,973-86.7% | $2,670-85.2% |
| Participant deferral / active EE | $2,492 | $2,849-12.6% | $4,567-45.4% | $4,125-39.6% |
| Admin fee / account holder | $1,840 | $4,091-55.0% | $6,412-71.3% | $5,651-67.4% |