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 | $53,494 | $58,627-8.8% | $76,735-30.3% | $82,448-35.1% |
| Participation rate | 33.7% | 63.2%-29.5pp | 69.5%-35.8pp | 68.1%-34.4pp |
| Annual return | 14.68% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $721 | $1,729-58.3% | $2,454-70.6% | $2,551-71.8% |
| Participant deferral / active EE | $1,551 | $3,134-50.5% | $4,088-62.1% | $4,139-62.5% |
| Admin fee / account holder | $3,445 | $5,323-35.3% | $7,189-52.1% | $7,234-52.4% |