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 | $46,752 | $48,076-2.8% | $78,689-40.6% | $62,891-25.7% |
| Participation rate | 31.1% | 65.2%-34.1pp | 73.6%-42.5pp | 69.3%-38.2pp |
| Annual return | 7.03% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $584 | $2,015-71.0% | $2,851-79.5% | $2,281-74.4% |
| Participant deferral / active EE | $1,443 | $2,588-44.3% | $3,517-59.0% | $3,203-55.0% |
| Admin fee / account holder | $4,221 | $3,207+31.6% | $4,510-6.4% | $4,296-1.7% |