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 | $43,475 | $58,828-26.1% | $77,999-44.3% | $62,891-30.9% |
| Participation rate | 42.6% | 71.1%-28.5pp | 75.5%-33.0pp | 69.3%-26.8pp |
| Annual return | 11.91% | 17.16%-5.2pp | 425.96%-414.0pp | 20.14%-8.2pp |
| Employer contribution / active EE | $664 | $1,672-60.3% | $2,470-73.1% | $2,281-70.9% |
| Participant deferral / active EE | $1,355 | $2,686-49.5% | $3,497-61.3% | $3,203-57.7% |
| Admin fee / account holder | $3,787 | $4,393-13.8% | $5,480-30.9% | $4,296-11.8% |