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 | $50,411 | $58,512-13.8% | $84,015-40.0% | $72,985-30.9% |
| Participation rate | 48.1% | 61.2%-13.1pp | 69.0%-20.9pp | 69.5%-21.3pp |
| Annual return | 19.25% | 28.93%-9.7pp | 71.31%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $251 | $1,163-78.4% | $1,983-87.3% | $2,440-89.7% |
| Participant deferral / active EE | $3,259 | $2,394+36.2% | $3,239+0.6% | $3,607-9.6% |
| Admin fee / account holder | $6,241 | $4,569+36.6% | $6,101+2.3% | $5,124+21.8% |