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 | $51,481 | $58,523-12.0% | $99,443-48.2% | $72,985-29.5% |
| Participation rate | 43.8% | 64.6%-20.9pp | 73.8%-30.1pp | 69.5%-25.7pp |
| Annual return | 20.69% | 28.51%-7.8pp | 30.72%-10.0pp | 81.00%-60.3pp |
| Employer contribution / active EE | $579 | $1,512-61.7% | $2,540-77.2% | $2,440-76.3% |
| Participant deferral / active EE | $1,230 | $2,606-52.8% | $3,619-66.0% | $3,607-65.9% |
| Admin fee / account holder | $1,200 | $4,102-70.7% | $6,250-80.8% | $5,124-76.6% |