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 | $67,674 | $74,927-9.7% | $101,794-33.5% | $84,808-20.2% |
| Participation rate | 41.3% | 61.4%-20.1pp | 69.2%-27.9pp | 68.3%-27.0pp |
| Annual return | 20.09% | 18.70%+1.4pp | 30.53%-10.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $664 | $1,522-56.3% | $2,289-71.0% | $2,631-74.8% |
| Participant deferral / active EE | $3,300 | $3,099+6.5% | $4,084-19.2% | $4,212-21.6% |
| Admin fee / account holder | $1,474 | $6,514-77.4% | $8,777-83.2% | $7,344-79.9% |