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 | $61,938 | $67,606-8.4% | $82,313-24.8% | $70,131-11.7% |
| Participation rate | 54.1% | 72.8%-18.7pp | 76.9%-22.8pp | 69.5%-15.5pp |
| Annual return | 16.56% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $452 | $1,755-74.2% | $2,428-81.4% | $2,342-80.7% |
| Participant deferral / active EE | $3,164 | $2,987+5.9% | $3,706-14.6% | $3,332-5.0% |
| Admin fee / account holder | $1,023 | $4,512-77.3% | $5,608-81.8% | $4,645-78.0% |