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 | $47,831 | $57,541-16.9% | $95,745-50.0% | $75,163-36.4% |
| Participation rate | 35.7% | 62.5%-26.8pp | 72.3%-36.5pp | 67.2%-31.5pp |
| Annual return | 13.71% | 34.93%-21.2pp | 28.35%-14.6pp | 160.62%-146.9pp |
| Employer contribution / active EE | $868 | $1,808-52.0% | $2,835-69.4% | $2,670-67.5% |
| Participant deferral / active EE | $3,096 | $3,074+0.7% | $4,245-27.1% | $4,125-24.9% |
| Admin fee / account holder | $1,765 | $4,099-56.9% | $5,678-68.9% | $5,651-68.8% |