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 | $40,832 | $48,076-15.1% | $78,689-48.1% | $62,891-35.1% |
| Participation rate | 32.2% | 65.2%-33.0pp | 73.6%-41.4pp | 69.3%-37.1pp |
| Annual return | 6.81% | 31.35%-24.5pp | 62.18%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $890 | $2,015-55.8% | $2,851-68.8% | $2,281-61.0% |
| Participant deferral / active EE | $1,495 | $2,588-42.2% | $3,517-57.5% | $3,203-53.3% |
| Admin fee / account holder | $3,306 | $3,207+3.1% | $4,510-26.7% | $4,296-23.0% |