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 | $42,769 | $58,512-26.9% | $84,015-49.1% | $72,985-41.4% |
| Participation rate | 57.4% | 61.2%-3.9pp | 69.0%-11.6pp | 69.5%-12.1pp |
| Annual return | 20.74% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $644 | $1,163-44.6% | $1,983-67.5% | $2,440-73.6% |
| Participant deferral / active EE | $2,646 | $2,394+10.6% | $3,239-18.3% | $3,607-26.6% |
| Admin fee / account holder | $6,377 | $4,569+39.6% | $6,101+4.5% | $5,124+24.4% |