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 | $51,421 | $67,606-23.9% | $82,313-37.5% | $70,131-26.7% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 23.99% | 21.57%+2.4pp | 25.88%-1.9pp | 73.14%-49.1pp |
| Employer contribution / active EE | $582 | $1,755-66.9% | $2,428-76.0% | $2,342-75.2% |
| Participant deferral / active EE | $2,058 | $2,987-31.1% | $3,706-44.5% | $3,332-38.2% |
| Admin fee / account holder | $2,014 | $4,512-55.4% | $5,608-64.1% | $4,645-56.6% |