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 | $17,061 | $46,553-63.4% | $64,056-73.4% | $75,163-77.3% |
| Participation rate | 61.5% | 65.9%-4.5pp | 72.3%-10.8pp | 67.2%-5.7pp |
| Annual return | 16.06% | 26.03%-10.0pp | 33.69%-17.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $647 | $1,974-67.2% | $2,747-76.5% | $2,670-75.8% |
| Participant deferral / active EE | $1,451 | $2,837-48.8% | $3,880-62.6% | $4,125-64.8% |
| Admin fee / account holder | $2,737 | $2,952-7.3% | $3,068-10.8% | $5,651-51.6% |