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 | $44,774 | $58,512-23.5% | $84,015-46.7% | $72,985-38.7% |
| Participation rate | 52.3% | 61.2%-8.9pp | 69.0%-16.7pp | 69.5%-17.2pp |
| Annual return | 19.60% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $867 | $1,163-25.4% | $1,983-56.3% | $2,440-64.5% |
| Participant deferral / active EE | $1,789 | $2,394-25.3% | $3,239-44.8% | $3,607-50.4% |
| Admin fee / account holder | $1,891 | $4,569-58.6% | $6,101-69.0% | $5,124-63.1% |