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 | $47,571 | $65,041-26.9% | $90,951-47.7% | $79,858-40.4% |
| Participation rate | 53.7% | 61.6%-7.9pp | 69.0%-15.3pp | 69.6%-15.9pp |
| Annual return | 13.49% | 30.45%-17.0pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $311 | $1,247-75.1% | $2,122-85.4% | $2,471-87.4% |
| Participant deferral / active EE | $2,699 | $2,512+7.4% | $3,373-20.0% | $3,740-27.8% |
| Admin fee / account holder | $2,276 | $4,536-49.8% | $5,959-61.8% | $5,306-57.1% |