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 | $42,565 | $59,839-28.9% | $81,983-48.1% | $79,858-46.7% |
| Participation rate | 47.8% | 61.6%-13.8pp | 69.2%-21.4pp | 69.6%-21.8pp |
| Annual return | 17.41% | 17.56%-0.2pp | 41.31%-23.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $325 | $1,713-81.0% | $2,498-87.0% | $2,471-86.9% |
| Participant deferral / active EE | $2,006 | $2,695-25.6% | $3,722-46.1% | $3,740-46.4% |
| Admin fee / account holder | $2,135 | $4,287-50.2% | $5,664-62.3% | $5,306-59.8% |