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 | $49,529 | $53,777-7.9% | $134,143-63.1% | $79,858-38.0% |
| Participation rate | 65.5% | 58.8%+6.7pp | 72.2%-6.7pp | 69.6%-4.1pp |
| Annual return | 12.44% | 19.01%-6.6pp | 36.33%-23.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $657 | $1,321-50.3% | $3,704-82.3% | $2,471-73.4% |
| Participant deferral / active EE | $1,835 | $2,420-24.2% | $3,499-47.5% | $3,740-50.9% |
| Admin fee / account holder | $1,300 | $3,984-67.4% | $6,684-80.6% | $5,306-75.5% |