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 | $47,480 | $60,892-22.0% | $82,389-42.4% | $84,808-44.0% |
| Participation rate | 34.0% | 63.3%-29.2pp | 69.5%-35.5pp | 68.3%-34.3pp |
| Annual return | 16.08% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $828 | $1,779-53.5% | $2,517-67.1% | $2,631-68.5% |
| Participant deferral / active EE | $2,235 | $3,179-29.7% | $4,155-46.2% | $4,212-46.9% |
| Admin fee / account holder | $3,436 | $5,467-37.1% | $7,231-52.5% | $7,344-53.2% |