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 | $60,877 | $72,277-15.8% | $101,248-39.9% | $79,858-23.8% |
| Participation rate | 59.5% | 68.5%-9.0pp | 75.8%-16.3pp | 69.6%-10.2pp |
| Annual return | 15.44% | 22.30%-6.9pp | 46.47%-31.0pp | 31.71%-16.3pp |
| Employer contribution / active EE | $788 | $2,692-70.7% | $3,660-78.5% | $2,471-68.1% |
| Participant deferral / active EE | $2,263 | $3,282-31.0% | $4,370-48.2% | $3,740-39.5% |
| Admin fee / account holder | $4,117 | $4,400-6.4% | $5,945-30.8% | $5,306-22.4% |