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 | $75,490 | $74,927+0.8% | $101,794-25.8% | $84,808-11.0% |
| Participation rate | 31.0% | 61.4%-30.5pp | 69.2%-38.2pp | 68.3%-37.4pp |
| Annual return | 14.35% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $396 | $1,522-74.0% | $2,289-82.7% | $2,631-84.9% |
| Participant deferral / active EE | $1,806 | $3,099-41.7% | $4,084-55.8% | $4,212-57.1% |
| Admin fee / account holder | $4,408 | $6,514-32.3% | $8,777-49.8% | $7,344-40.0% |