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 | $46,385 | $53,777-13.7% | $134,143-65.4% | $79,858-41.9% |
| Participation rate | 34.8% | 58.8%-23.9pp | 72.2%-37.3pp | 69.6%-34.8pp |
| Annual return | 12.19% | 19.01%-6.8pp | 36.33%-24.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $584 | $1,321-55.8% | $3,704-84.2% | $2,471-76.4% |
| Participant deferral / active EE | $1,572 | $2,420-35.0% | $3,499-55.1% | $3,740-58.0% |
| Admin fee / account holder | $6,912 | $3,984+73.5% | $6,684+3.4% | $5,306+30.3% |