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 | $49,673 | $63,355-21.6% | $91,989-46.0% | $72,985-31.9% |
| Participation rate | 41.2% | 72.5%-31.3pp | 78.6%-37.5pp | 69.5%-28.3pp |
| Annual return | 25.80% | 35.35%-9.5pp | 69.02%-43.2pp | 81.00%-55.2pp |
| Employer contribution / active EE | $693 | $2,116-67.2% | $3,452-79.9% | $2,440-71.6% |
| Participant deferral / active EE | $2,396 | $4,883-50.9% | $5,923-59.5% | $3,607-33.6% |
| Admin fee / account holder | $1,867 | $4,668-60.0% | $7,743-75.9% | $5,124-63.6% |