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 | $54,636 | $73,787-26.0% | $98,716-44.7% | $82,448-33.7% |
| Participation rate | 46.2% | 61.4%-15.3pp | 69.3%-23.1pp | 68.1%-21.9pp |
| Annual return | 17.07% | 18.57%-1.5pp | 31.81%-14.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $853 | $1,511-43.5% | $2,279-62.5% | $2,551-66.5% |
| Participant deferral / active EE | $2,873 | $3,081-6.8% | $4,048-29.0% | $4,139-30.6% |
| Admin fee / account holder | $1,343 | $6,500-79.3% | $8,703-84.6% | $7,234-81.4% |