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 | $45,225 | $67,606-33.1% | $82,313-45.1% | $70,131-35.5% |
| Participation rate | 46.2% | 72.8%-26.6pp | 76.9%-30.7pp | 69.5%-23.4pp |
| Annual return | 16.80% | 21.57%-4.8pp | 25.88%-9.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $821 | $1,755-53.2% | $2,428-66.2% | $2,342-65.0% |
| Participant deferral / active EE | $3,213 | $2,987+7.6% | $3,706-13.3% | $3,332-3.6% |
| Admin fee / account holder | $6,776 | $4,512+50.2% | $5,608+20.8% | $4,645+45.9% |