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 | $46,125 | $48,364-4.6% | $71,796-35.8% | $62,891-26.7% |
| Participation rate | 57.9% | 60.6%-2.7pp | 69.1%-11.2pp | 69.3%-11.4pp |
| Annual return | 5.79% | 13.16%-7.4pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $413 | $1,042-60.4% | $1,924-78.5% | $2,281-81.9% |
| Participant deferral / active EE | $2,597 | $2,091+24.2% | $2,794-7.1% | $3,203-18.9% |
| Admin fee / account holder | $733 | $3,771-80.6% | $4,815-84.8% | $4,296-82.9% |