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 | $47,118 | $48,750-3.3% | $88,946-47.0% | $74,304-36.6% |
| Participation rate | 29.4% | 44.5%-15.1pp | 68.8%-39.5pp | 60.3%-31.0pp |
| Annual return | 16.98% | 25.91%-8.9pp | 57.82%-40.8pp | 29.43%-12.5pp |
| Employer contribution / active EE | $771 | $1,255-38.5% | $2,555-69.8% | $2,241-65.6% |
| Participant deferral / active EE | $1,428 | $2,423-41.1% | $4,581-68.8% | $3,767-62.1% |
| Admin fee / account holder | $1,973 | $3,756-47.5% | $8,261-76.1% | $2,969-33.5% |