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 | $60,892-12.1% | $82,389-35.1% | $84,808-36.9% |
| Participation rate | 33.7% | 63.3%-29.6pp | 69.5%-35.8pp | 68.3%-34.6pp |
| Annual return | 14.68% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $721 | $1,779-59.5% | $2,517-71.4% | $2,631-72.6% |
| Participant deferral / active EE | $1,551 | $3,179-51.2% | $4,155-62.7% | $4,212-63.2% |
| Admin fee / account holder | $3,445 | $5,467-37.0% | $7,231-52.4% | $7,344-53.1% |