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 | $46,437 | $46,553-0.2% | $64,056-27.5% | $75,163-38.2% |
| Participation rate | 61.7% | 65.9%-4.2pp | 72.3%-10.6pp | 67.2%-5.5pp |
| Annual return | 13.28% | 26.03%-12.8pp | 33.69%-20.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $721 | $1,974-63.5% | $2,747-73.8% | $2,670-73.0% |
| Participant deferral / active EE | $3,029 | $2,837+6.8% | $3,880-21.9% | $4,125-26.6% |
| Admin fee / account holder | $9,554 | $2,952+223.6% | $3,068+211.4% | $5,651+69.1% |