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 | $57,342 | $72,277-20.7% | $101,248-43.4% | $79,858-28.2% |
| Participation rate | 55.4% | 68.5%-13.1pp | 75.8%-20.5pp | 69.6%-14.3pp |
| Annual return | 16.49% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $978 | $2,692-63.7% | $3,660-73.3% | $2,471-60.4% |
| Participant deferral / active EE | $2,037 | $3,282-37.9% | $4,370-53.4% | $3,740-45.5% |
| Admin fee / account holder | $3,046 | $4,400-30.8% | $5,945-48.8% | $5,306-42.6% |