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 | $51,037 | $72,277-29.4% | $101,248-49.6% | $79,858-36.1% |
| Participation rate | 38.3% | 68.5%-30.2pp | 75.8%-37.5pp | 69.6%-31.3pp |
| Annual return | 12.57% | 22.30%-9.7pp | 46.47%-33.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $949 | $2,692-64.8% | $3,660-74.1% | $2,471-61.6% |
| Participant deferral / active EE | $2,501 | $3,282-23.8% | $4,370-42.8% | $3,740-33.1% |
| Admin fee / account holder | $6,962 | $4,400+58.2% | $5,945+17.1% | $5,306+31.2% |