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 | $53,976 | $56,897-5.1% | $84,750-36.3% | $62,891-14.2% |
| Participation rate | 49.2% | 68.5%-19.4pp | 76.6%-27.4pp | 69.3%-20.2pp |
| Annual return | 4.63% | 6.30%-1.7pp | 22.78%-18.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $519 | $2,400-78.4% | $3,574-85.5% | $2,281-77.3% |
| Participant deferral / active EE | $2,273 | $2,709-16.1% | $3,712-38.8% | $3,203-29.0% |
| Admin fee / account holder | $3,692 | $3,581+3.1% | $5,332-30.8% | $4,296-14.0% |