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 | $48,455 | $53,777-9.9% | $134,143-63.9% | $79,858-39.3% |
| Participation rate | 53.5% | 58.8%-5.3pp | 72.2%-18.7pp | 69.6%-16.1pp |
| Annual return | 16.20% | 19.01%-2.8pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $471 | $1,321-64.4% | $3,704-87.3% | $2,471-80.9% |
| Participant deferral / active EE | $2,012 | $2,420-16.9% | $3,499-42.5% | $3,740-46.2% |
| Admin fee / account holder | $3,910 | $3,984-1.9% | $6,684-41.5% | $5,306-26.3% |