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 | $43,550 | $48,364-10.0% | $71,796-39.3% | $62,891-30.8% |
| Participation rate | 52.5% | 60.6%-8.1pp | 69.1%-16.6pp | 69.3%-16.8pp |
| Annual return | 5.88% | 13.16%-7.3pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $908 | $1,042-12.9% | $1,924-52.8% | $2,281-60.2% |
| Participant deferral / active EE | $3,965 | $2,091+89.6% | $2,794+41.9% | $3,203+23.8% |
| Admin fee / account holder | $3,994 | $3,771+5.9% | $4,815-17.0% | $4,296-7.0% |