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 | $47,980 | $86,929-44.8% | $102,423-53.2% | $80,856-40.7% |
| Participation rate | 50.9% | 72.4%-21.4pp | 76.5%-25.5pp | 67.6%-16.7pp |
| Annual return | 14.30% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $799 | $2,369-66.3% | $3,023-73.6% | $2,755-71.0% |
| Participant deferral / active EE | $2,051 | $4,118-50.2% | $5,053-59.4% | $4,296-52.3% |
| Admin fee / account holder | $2,391 | $8,049-70.3% | $9,451-74.7% | $6,918-65.4% |