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 | $45,974 | $47,944-4.1% | $67,834-32.2% | $62,891-26.9% |
| Participation rate | 60.0% | 61.1%-1.1pp | 68.8%-8.8pp | 69.3%-9.3pp |
| Annual return | 7.85% | 11.77%-3.9pp | 138.47%-130.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $842 | $1,562-46.1% | $2,403-65.0% | $2,281-63.1% |
| Participant deferral / active EE | $1,949 | $2,247-13.3% | $3,160-38.3% | $3,203-39.2% |
| Admin fee / account holder | $766 | $3,712-79.4% | $4,622-83.4% | $4,296-82.2% |