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 | $47,788 | $64,480-25.9% | $81,382-41.3% | $80,856-40.9% |
| Participation rate | 46.7% | 63.9%-17.2pp | 69.5%-22.8pp | 67.6%-21.0pp |
| Annual return | 13.68% | 16.34%-2.7pp | 24.73%-11.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $912 | $1,978-53.9% | $2,463-63.0% | $2,755-66.9% |
| Participant deferral / active EE | $2,733 | $3,094-11.7% | $3,883-29.6% | $4,296-36.4% |
| Admin fee / account holder | $4,239 | $5,671-25.3% | $5,768-26.5% | $6,918-38.7% |