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 | $54,752 | $55,706-1.7% | $75,886-27.9% | $72,985-25.0% |
| Participation rate | 45.7% | 61.1%-15.4pp | 69.3%-23.6pp | 69.5%-23.8pp |
| Annual return | 39.26% | 27.59%+11.7pp | 30.76%+8.5pp | 81.00%-41.7pp |
| Employer contribution / active EE | $448 | $1,687-73.4% | $2,500-82.1% | $2,440-81.6% |
| Participant deferral / active EE | $2,045 | $2,634-22.4% | $3,603-43.3% | $3,607-43.3% |
| Admin fee / account holder | $1,352 | $3,978-66.0% | $5,418-75.0% | $5,124-73.6% |