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 | $80,977 | $54,762+47.9% | $90,281-10.3% | $72,985+11.0% |
| Participation rate | 48.1% | 65.1%-17.0pp | 73.3%-25.1pp | 69.5%-21.3pp |
| Annual return | 17.80% | 30.63%-12.8pp | 78.10%-60.3pp | 81.00%-63.2pp |
| Employer contribution / active EE | $968 | $2,092-53.7% | $2,854-66.1% | $2,440-60.3% |
| Participant deferral / active EE | $2,184 | $2,887-24.4% | $3,885-43.8% | $3,607-39.5% |
| Admin fee / account holder | $2,438 | $3,972-38.6% | $5,351-54.4% | $5,124-52.4% |