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 | $63,360 | $73,787-14.1% | $98,716-35.8% | $82,448-23.2% |
| Participation rate | 47.1% | 61.4%-14.3pp | 69.3%-22.2pp | 68.1%-21.0pp |
| Annual return | 15.29% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $614 | $1,511-59.3% | $2,279-73.0% | $2,551-75.9% |
| Participant deferral / active EE | $3,642 | $3,081+18.2% | $4,048-10.0% | $4,139-12.0% |
| Admin fee / account holder | $4,919 | $6,500-24.3% | $8,703-43.5% | $7,234-32.0% |