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 | $46,117 | $48,076-4.1% | $78,689-41.4% | $62,891-26.7% |
| Participation rate | 57.1% | 65.2%-8.1pp | 73.6%-16.4pp | 69.3%-12.2pp |
| Annual return | 7.59% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $303 | $2,015-85.0% | $2,851-89.4% | $2,281-86.7% |
| Participant deferral / active EE | $2,029 | $2,588-21.6% | $3,517-42.3% | $3,203-36.7% |
| Admin fee / account holder | $1,966 | $3,207-38.7% | $4,510-56.4% | $4,296-54.2% |