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 7-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 | $48,577 | $63,764-23.8% | $81,930-40.7% | $79,858-39.2% |
| Participation rate | 46.8% | 67.5%-20.7pp | 72.0%-25.2pp | 69.6%-22.8pp |
| Annual return | 10.26% | 22.66%-12.4pp | 29.49%-19.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $554 | $1,795-69.1% | $4,310-87.1% | $2,471-77.6% |
| Participant deferral / active EE | $1,243 | $2,780-55.3% | $7,107-82.5% | $3,740-66.8% |
| Admin fee / account holder | $1,539 | $4,426-65.2% | $5,158-70.2% | $5,306-71.0% |