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 | $45,401 | $53,018-14.4% | $70,014-35.2% | $62,891-27.8% |
| Participation rate | 53.1% | 67.2%-14.1pp | 71.8%-18.7pp | 69.3%-16.2pp |
| Annual return | 6.33% | 13.35%-7.0pp | 12.99%-6.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $944 | $1,799-47.5% | $2,338-59.6% | $2,281-58.6% |
| Participant deferral / active EE | $3,243 | $2,395+35.4% | $2,931+10.7% | $3,203+1.3% |
| Admin fee / account holder | $460 | $3,690-87.5% | $4,380-89.5% | $4,296-89.3% |