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 | $47,696 | $56,423-15.5% | $77,163-38.2% | $71,457-33.3% |
| Participation rate | 59.0% | 64.3%-5.3pp | 69.6%-10.5pp | 67.9%-8.9pp |
| Annual return | 17.60% | 19.05%-1.4pp | 37.87%-20.3pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,791 | $1,866-4.0% | $2,535-29.4% | $2,588-30.8% |
| Participant deferral / active EE | $2,762 | $3,142-12.1% | $3,833-27.9% | $4,289-35.6% |
| Admin fee / account holder | $2,231 | $1,429+56.1% | $5,472-59.2% | $1,587+40.5% |