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 | $70,590 | $72,277-2.3% | $101,248-30.3% | $79,858-11.6% |
| Participation rate | 29.6% | 68.5%-38.8pp | 75.8%-46.2pp | 69.6%-40.0pp |
| Annual return | 18.08% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $767 | $2,692-71.5% | $3,660-79.0% | $2,471-69.0% |
| Participant deferral / active EE | $2,313 | $3,282-29.5% | $4,370-47.1% | $3,740-38.1% |
| Admin fee / account holder | $416 | $4,400-90.5% | $5,945-93.0% | $5,306-92.2% |