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 | $47,994 | $58,627-18.1% | $76,735-37.5% | $82,448-41.8% |
| Participation rate | 37.0% | 63.2%-26.2pp | 69.5%-32.5pp | 68.1%-31.0pp |
| Annual return | 15.41% | 39.10%-23.7pp | 29.77%-14.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $724 | $1,729-58.1% | $2,454-70.5% | $2,551-71.6% |
| Participant deferral / active EE | $1,112 | $3,134-64.5% | $4,088-72.8% | $4,139-73.1% |
| Admin fee / account holder | $2,191 | $5,323-58.8% | $7,189-69.5% | $7,234-69.7% |