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 | $49,067 | $54,762-10.4% | $90,281-45.7% | $72,985-32.8% |
| Participation rate | 52.0% | 65.1%-13.1pp | 73.3%-21.3pp | 69.5%-17.5pp |
| Annual return | 22.61% | 30.63%-8.0pp | 78.10%-55.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,218 | $2,092-41.8% | $2,854-57.3% | $2,440-50.1% |
| Participant deferral / active EE | $4,110 | $2,887+42.4% | $3,885+5.8% | $3,607+13.9% |
| Admin fee / account holder | $2,643 | $3,972-33.5% | $5,351-50.6% | $5,124-48.4% |