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 | $46,487 | $58,512-20.6% | $84,015-44.7% | $72,985-36.3% |
| Participation rate | 42.4% | 61.2%-18.8pp | 69.0%-26.6pp | 69.5%-27.1pp |
| Annual return | 19.30% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $287 | $1,163-75.3% | $1,983-85.5% | $2,440-88.2% |
| Participant deferral / active EE | $1,837 | $2,394-23.3% | $3,239-43.3% | $3,607-49.1% |
| Admin fee / account holder | $3,305 | $4,569-27.7% | $6,101-45.8% | $5,124-35.5% |