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 | $46,621 | $48,076-3.0% | $78,689-40.8% | $62,891-25.9% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 7.46% | 31.35%-23.9pp | 62.18%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $918 | $2,015-54.4% | $2,851-67.8% | $2,281-59.8% |
| Participant deferral / active EE | $2,912 | $2,588+12.5% | $3,517-17.2% | $3,203-9.1% |
| Admin fee / account holder | $1,641 | $3,207-48.8% | $4,510-63.6% | $4,296-61.8% |