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 | $49,589 | $51,175-3.1% | $70,515-29.7% | $75,163-34.0% |
| Participation rate | 45.2% | 60.9%-15.8pp | 68.3%-23.2pp | 67.2%-22.0pp |
| Annual return | 22.58% | 30.02%-7.4pp | 32.77%-10.2pp | 160.62%-138.0pp |
| Employer contribution / active EE | $393 | $1,826-78.5% | $2,973-86.8% | $2,670-85.3% |
| Participant deferral / active EE | $1,855 | $2,849-34.9% | $4,567-59.4% | $4,125-55.0% |
| Admin fee / account holder | $2,212 | $4,091-45.9% | $6,412-65.5% | $5,651-60.9% |