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 | $61,441 | $72,277-15.0% | $101,248-39.3% | $79,858-23.1% |
| Participation rate | 50.6% | 68.5%-17.9pp | 75.8%-25.2pp | 69.6%-19.0pp |
| Annual return | 11.29% | 22.30%-11.0pp | 46.47%-35.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $904 | $2,692-66.4% | $3,660-75.3% | $2,471-63.4% |
| Participant deferral / active EE | $2,427 | $3,282-26.0% | $4,370-44.5% | $3,740-35.1% |
| Admin fee / account holder | $3,170 | $4,400-28.0% | $5,945-46.7% | $5,306-40.3% |