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 | $47,402 | $46,869+1.1% | $122,332-61.3% | $70,131-32.4% |
| Participation rate | 34.0% | 58.2%-24.1pp | 71.6%-37.6pp | 69.5%-35.5pp |
| Annual return | 13.09% | 24.22%-11.1pp | 30.27%-17.2pp | 73.14%-60.0pp |
| Employer contribution / active EE | $389 | $1,288-69.8% | $4,050-90.4% | $2,342-83.4% |
| Participant deferral / active EE | $2,403 | $2,166+10.9% | $3,287-26.9% | $3,332-27.9% |
| Admin fee / account holder | $847 | $3,322-74.5% | $5,478-84.5% | $4,645-81.8% |