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 | $45,333 | $58,627-22.7% | $76,735-40.9% | $82,448-45.0% |
| Participation rate | 55.4% | 63.2%-7.9pp | 69.5%-14.1pp | 68.1%-12.7pp |
| Annual return | 14.34% | 39.10%-24.8pp | 29.77%-15.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $963 | $1,729-44.3% | $2,454-60.7% | $2,551-62.2% |
| Participant deferral / active EE | $1,257 | $3,134-59.9% | $4,088-69.2% | $4,139-69.6% |
| Admin fee / account holder | $857 | $5,323-83.9% | $7,189-88.1% | $7,234-88.2% |