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 | $21,743 | $56,110-61.2% | $94,993-77.1% | $70,131-69.0% |
| Participation rate | 34.1% | 65.0%-30.9pp | 73.9%-39.8pp | 69.5%-35.5pp |
| Annual return | 17.41% | 51.02%-33.6pp | 27.12%-9.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $797 | $1,442-44.7% | $2,603-69.4% | $2,342-66.0% |
| Participant deferral / active EE | $2,493 | $2,391+4.3% | $3,317-24.8% | $3,332-25.2% |
| Admin fee / account holder | $4,534 | $3,456+31.2% | $4,960-8.6% | $4,645-2.4% |