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 | $39,576 | $72,492-45.4% | $87,100-54.6% | $72,985-45.8% |
| Participation rate | 65.1% | 72.8%-7.7pp | 76.9%-11.8pp | 69.5%-4.4pp |
| Annual return | 20.78% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.2pp |
| Employer contribution / active EE | $969 | $1,894-48.9% | $2,521-61.6% | $2,440-60.3% |
| Participant deferral / active EE | $1,918 | $3,270-41.3% | $4,049-52.6% | $3,607-46.8% |
| Admin fee / account holder | $1,415 | $5,055-72.0% | $7,497-81.1% | $5,124-72.4% |