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 | $63,148 | $72,492-12.9% | $87,100-27.5% | $72,985-13.5% |
| Participation rate | 52.2% | 72.8%-20.6pp | 76.9%-24.7pp | 69.5%-17.3pp |
| Annual return | 18.88% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $621 | $1,894-67.2% | $2,521-75.4% | $2,440-74.5% |
| Participant deferral / active EE | $2,329 | $3,270-28.8% | $4,049-42.5% | $3,607-35.4% |
| Admin fee / account holder | $1,398 | $5,055-72.4% | $7,497-81.4% | $5,124-72.7% |