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 | $46,942 | $87,870-46.6% | $113,168-58.5% | $74,304-36.8% |
| Participation rate | 27.3% | 70.7%-43.5pp | 76.6%-49.3pp | 60.3%-33.1pp |
| Annual return | 30.44% | 26.44%+4.0pp | 24.27%+6.2pp | 29.43%+1.0pp |
| Employer contribution / active EE | $876 | $2,277-61.5% | $2,975-70.5% | $2,241-60.9% |
| Participant deferral / active EE | $2,177 | $4,241-48.7% | $5,107-57.4% | $3,767-42.2% |
| Admin fee / account holder | $2,332 | $3,368-30.8% | $12,068-80.7% | $2,969-21.5% |