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 | $43,075 | $48,076-10.4% | $78,689-45.3% | $62,891-31.5% |
| Participation rate | 53.3% | 65.2%-11.9pp | 73.6%-20.2pp | 69.3%-16.0pp |
| Annual return | 6.34% | 31.35%-25.0pp | 62.18%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $501 | $2,015-75.1% | $2,851-82.4% | $2,281-78.0% |
| Participant deferral / active EE | $1,243 | $2,588-52.0% | $3,517-64.7% | $3,203-61.2% |
| Admin fee / account holder | $2,277 | $3,207-29.0% | $4,510-49.5% | $4,296-47.0% |