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 | $36,736 | $72,492-49.3% | $87,100-57.8% | $72,985-49.7% |
| Participation rate | 54.4% | 72.8%-18.4pp | 76.9%-22.4pp | 69.5%-15.0pp |
| Annual return | 19.16% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $907 | $1,894-52.1% | $2,521-64.0% | $2,440-62.8% |
| Participant deferral / active EE | $1,555 | $3,270-52.5% | $4,049-61.6% | $3,607-56.9% |
| Admin fee / account holder | $3,876 | $5,055-23.3% | $7,497-48.3% | $5,124-24.4% |