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 | $23,509 | $64,348-63.5% | $90,160-73.9% | $70,131-66.5% |
| Participation rate | 43.1% | 70.4%-27.4pp | 76.9%-33.8pp | 69.5%-26.5pp |
| Annual return | 20.70% | 28.13%-7.4pp | 34.88%-14.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $398 | $2,046-80.5% | $3,318-88.0% | $2,342-83.0% |
| Participant deferral / active EE | $2,249 | $4,389-48.8% | $5,288-57.5% | $3,332-32.5% |
| Admin fee / account holder | $5,548 | $3,944+40.7% | $5,943-6.7% | $4,645+19.4% |