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 | $43,595 | $41,377+5.4% | $109,313-60.1% | $62,891-30.7% |
| Participation rate | 53.3% | 57.5%-4.2pp | 71.3%-17.9pp | 69.3%-16.0pp |
| Annual return | 6.88% | 11.05%-4.2pp | 22.07%-15.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $600 | $1,276-53.0% | $3,892-84.6% | $2,281-73.7% |
| Participant deferral / active EE | $1,628 | $2,045-20.4% | $3,166-48.6% | $3,203-49.2% |
| Admin fee / account holder | $2,079 | $2,884-27.9% | $5,666-63.3% | $4,296-51.6% |