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 | $49,510 | $63,861-22.5% | $104,607-52.7% | $79,858-38.0% |
| Participation rate | 60.5% | 64.9%-4.5pp | 74.1%-13.6pp | 69.6%-9.2pp |
| Annual return | 17.13% | 21.30%-4.2pp | 340.46%-323.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $563 | $1,588-64.6% | $2,681-79.0% | $2,471-77.2% |
| Participant deferral / active EE | $1,331 | $2,693-50.6% | $3,740-64.4% | $3,740-64.4% |
| Admin fee / account holder | $5,014 | $4,185+19.8% | $6,473-22.5% | $5,306-5.5% |