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 | $38,861 | $53,777-27.7% | $134,143-71.0% | $79,858-51.3% |
| Participation rate | 57.8% | 58.8%-0.9pp | 72.2%-14.3pp | 69.6%-11.8pp |
| Annual return | 16.19% | 19.01%-2.8pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $474 | $1,321-64.1% | $3,704-87.2% | $2,471-80.8% |
| Participant deferral / active EE | $3,081 | $2,420+27.3% | $3,499-12.0% | $3,740-17.6% |
| Admin fee / account holder | $660 | $3,984-83.4% | $6,684-90.1% | $5,306-87.6% |