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 | $45,447 | $59,839-24.1% | $81,983-44.6% | $79,858-43.1% |
| Participation rate | 59.4% | 61.6%-2.2pp | 69.2%-9.9pp | 69.6%-10.3pp |
| Annual return | 15.75% | 17.56%-1.8pp | 41.31%-25.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $413 | $1,713-75.9% | $2,498-83.5% | $2,471-83.3% |
| Participant deferral / active EE | $1,775 | $2,695-34.2% | $3,722-52.3% | $3,740-52.6% |
| Admin fee / account holder | $1,721 | $4,287-59.9% | $5,664-69.6% | $5,306-67.6% |