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 | $38,349 | $46,553-17.6% | $64,056-40.1% | $75,163-49.0% |
| Participation rate | 46.0% | 65.9%-19.9pp | 72.3%-26.3pp | 67.2%-21.2pp |
| Annual return | 18.17% | 26.03%-7.9pp | 33.69%-15.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $739 | $1,974-62.6% | $2,747-73.1% | $2,670-72.3% |
| Participant deferral / active EE | $2,492 | $2,837-12.1% | $3,880-35.8% | $4,125-39.6% |
| Admin fee / account holder | $3,128 | $2,952+6.0% | $3,068+2.0% | $5,651-44.6% |